IFA Financial Administrator: Path to Paraplanner

Tbzt; Chester; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Sponsorship for qualifications

Study days

Training and progression

Cycle to Work

Free financial advice

Company events

Flexible hours

Annual pay review

Job summary

Innes Reid Investments Limited in Chester is seeking a diligent financial services administrator aiming to progress towards paraplanning. The role offers a full-time position with training and progression, including sponsorship for qualifications and study days.

You will handle new business processing, client servicing, policy enquiries, and general admin, with a supportive team and potential for development within the IFA practice.

Qualifications

• Experience working in an Independent Financial Adviser practice.
• Strong attention to detail and high accuracy.
• Organised and able to prioritise and meet deadlines.

Responsibilities

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.

Skills

IFAs experience

Organised

Attention to detail

Prioritise deadlines

Communication

Team player

MS Office

Intelliflo IO

Tools

Intelliflo IO

Job description

Innes Reid Investments Limited in Chester is seeking a diligent financial services administrator aiming to progress towards paraplanning. The role offers a full-time position with training and progression, including sponsorship for qualifications and study days.

You will handle new business processing, client servicing, policy enquiries, and general admin, with a supportive team and potential for development within the IFA practice.