Ifa Administrator

My client is a leading Chartered Independent Financial adviser firm. They are recruiting for an experienced, IFA Administrator to work closely with a team of

financial advisers and Paraplanners to design, develop, and implement comprehensive financial plans that exceed clients expectations.

Working onsite in the Chester office this is your chance to make a real impact on clients' financial well-being. You will be a Financial Services Administrator who has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time.

Excellent benefits include:

•  Permanent
•  A full-time position
•  Up-to £28,000 gross per annum
•  Annual pay review with performance linked pay increases
•  9-5.30pm, access to flexible working hours when required
•  Group Pension scheme

 Reach your career goals with outstanding training and progression, including internal and external training programmes.

•  Full sponsorship for financial advice qualifications
•  Study days for relevant examinations
•  Access to free financial advice and support
•  Cycle to Work Scheme
•  Company social events

The role

Key Responsibilities include:

•  New business processing (investments, pensions, mortgages & life).
•  Valuations.
•  Client servicing, e.g., switches, rebalance, withdrawals etc.
•  Dealing with policy enquiries.
•  Telephone and reception duties as required
•  General Admin support including call handling, post, typing, meeting and greeting clients.

Skills and experience

An individual who is conscientious and demonstrates strong attention to detail with thrive within this

•  You have previous experience of working within an Independent Financial Adviser practice
•  You are organised & methodical
•  You have excellent attention to detail and high standards of accuracy
•  You are organised and able to prioritise and meet deadlines
•  You have effective communication skills
•  You thrive working as part of a team
•  You have strong IT skills, specifically in MS Office - Word, Excel and Outlook
•  Experience of IO (Intelliflo) back office system would be an advantage
•  Experience of some, or all, of the following platforms:
•  Abrdn
•  Aviva
•  Aegon

As a Chartered IFA, they actively encourage and fully support all staff in their professional development and will fund study material and examination costs to support CII Learning pathways if you want to progress.

If you are an experienced Administrator with Financial Planning experience please send your CV today: