IFA Administrator

Job Title: Financial Administrator – IFA Practice
Location: Chester (Office Based)
Salary: Competitive, plus bonus scheme and benefits

About the Company:
Due to expansion, we are looking for an Experienced Financial Administrator to join a well-established Chartered Independent Financial Advisory (IFA) practice in Chester. We are a growing firm with a fantastic reputation, committed to providing a complete financial planning service with clients at the heart of everything we do.

The Role:
We are seeking an IFA Administrator with 3+ years’ experience to support our financial planners and paraplanners. You will work in a collaborative, supportive team environment where career progression is actively encouraged.

Key Responsibilities:

• Receive and act on instructions from financial planners and paraplanners.

• Maintain accurate client records using our back-office system.

• Produce letters, review reports, and invoices.

• Prepare client files and valuations for review meetings.

• Obtain illustrations and product information from providers.

• Ensure client files are compliant and up to date.

• Liaise with clients, prospective clients, and product providers via phone, email, and post.

• Process new business submissions for investments, pensions, and protection products.

Skills & Experience Required:

• Minimum 3 years’ experience in IFA administration within an independent financial advisory practice.

• Proficient in MS Excel, Word, and Outlook.

• Experience with Wrap/Platforms, Financial Express Analytics, and Xplan.

• Excellent written and verbal communication skills.

• Strong attention to detail and ability to multitask and prioritise effectively.

Benefits:

• Competitive salary with twice-yearly discretionary bonuses.

• Fully funded exam support and exam pass bonuses.

• Attendance at professional events.

• Contributory pension scheme.

• Cycle-to-work scheme.

• Opportunities for career development and progression.