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IFA Administrator

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Location

SALE

Salary Competitive
TypePermanent
WorkplaceOn-Site
Ref88429

IFA Administrator – Financial Planning Firm
? Location: Cheshire 
? Salary: Up to £30,000 (DOE) + Benefits
? Working Pattern: Full-time | Hybrid Working Available

A well-respected Independent Financial Advisory firm is seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to be part of a supportive and professional environment, working alongside Financial Advisers and Paraplanners to deliver high-quality client service.

? Key Responsibilities:

  • Provide administrative support to Financial Advisers and Paraplanners

  • Prepare client packs and reports

  • Process new business applications and track through to completion

  • Maintain and update client records accurately

  • Liaise with providers and clients regarding queries and policy details

Back To IFA Administrator Job Description

Application For IFA Administrator