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Search Consultancy LTD; Chester; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Death in service benefit (3x salary)

Company pension scheme

20 days holiday + bank holidays

Support with industry qualifications

Clear career progression

Job summary

Search Consultancy LTD is recruiting an IFA Administrator for a Chester-based financial planning firm. You will support 5 Financial Advisers, manage diaries, prepare client documents and liaise with pension providers, ensuring a high-quality client experience.

The role offers clear progression into Paraplanning or becoming a Financial Adviser, with full support for professional qualifications and a company pension. Applicants with previous IFA or financial services admin experience will excel.

Qualifications

• Previous experience within an IFA or financial services administration role.
• Strong IT skills, including experience with spreadsheets and databases.
• Excellent organisational and planning abilities.
• A methodical and detail-focused approach.
• High levels of integrity and professionalism.

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

Skills

IT skills

Organisation

Detail-oriented

Client service experience

Integrity and professionalism

Tools

Spreadsheets

Databases

Job description

• Hours: Monday to Friday, 9:00am - 5:00pm

The Opportunity

We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.

You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

About You

• Previous experience within an IFA or financial services administration role
• Strong IT skills, including experience with spreadsheets and databases
• Excellent organisational and planning abilities
• A methodical and detail-focused approach
• High levels of integrity and professionalism

What's in It for You?

• 20 days holiday + bank holidays (increasing with service)
• Private medical insurance
• Death in service benefit (3x salary)
• Company pension scheme
• Full support with professional industry qualifications
• Clear, supported career progression within financial planning

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.