IFA Administrators

evelyn Partners; Nuneaton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A UK-based financial firm is seeking a Financial Planning Administrator to assist Financial Planners and Paraplanners in ensuring smooth client journeys. The role involves preparing recommendations, managing client communications, and performing administrative tasks. The ideal candidate will have experience in IFA or wealth management, strong organisational skills, and proficiency in financial planning software. The position offers a competitive salary and a hybrid working model, with 1-2 days per week at the Newbury office.

Benefits

Opportunities for career progression

Competitive salary

Hybrid working

Qualifications

• Experience in IFA or wealth management administration is required.
• Ability to manage multiple tasks effectively.
• Familiarity with financial planning software is desirable.

Responsibilities

• Liaise with clients to schedule meetings and confirm details.
• Prepare recommendations and track advice implementation.
• Serve as the first point of contact for client queries.

Skills

Organisational skills

Attention to detail

Strong written communication

Strong verbal communication

Proactive approach

Tools

Intelliflo

Job description

Overview

Chester Rose Financial Planning is looking for a Financial Planning Administrator to support our Financial Planners and Paraplanners, ensuring smooth client journeys and maintaining best‑in‑class processes.

Responsibilities

• Preparing Recommendations
  • Liaise with clients to schedule meetings and confirm details.
  • Produce and distribute meeting packs in line with compliance requirements.
  • Check packs and chase missing documentation (LOAs, applications, etc.).
  • Enter client information into Intelliflo (IO) and maintain accurate notes.
  • Pass information to Paraplanners as needed.
• Implementing Recommendations
  • Follow up on advice implementation and keep clients updated.
  • Track progress using internal systems and dashboards.
• High‑Level Responsibilities
  • First point of contact for client queries.
  • Scan and distribute post to advisers/paraplanners.
  • General administration and data entry.
  • Support smooth running of client services and compliance processes.

Qualifications

• Experience in IFA or wealth management administration.
• Excellent organisational skills and attention to detail.
• Ability to manage multiple tasks and prioritise effectively.
• Strong written and verbal communication skills.
• Proactive, professional and client‑focused approach.
• Familiarity with financial planning software (Intelliflo) desirable.

Company

Chester Rose Financial Planning, a UK‑based, chartered firm committed to delivering personalised, expert advice with integrity and professionalism.

Values

• Collaborative – valuing diverse perspectives to deliver exceptional advice.
• Client‑Centric – tailoring solutions for every client.
• Expert – demonstrating deep expertise and commitment to excellence.
• Principled – guided by integrity, honesty and transparency.
• Innovative – embracing new ideas and continuous improvement.

Why Join Us?

• Be part of a high‑calibre, values‑led team.
• Hybrid working (Newbury office 1‑2 days per week, remainder remote).
• Opportunities for career progression within a growing independent firm.
• Contribute directly to exceptional client experiences and business success.

Location & Compensation

Hybrid – Newbury office 1‑2 days per week, remainder remote. Full‑time. Competitive salary + benefits.