CHESTER
IFA Senior Administrator
Salary: up to £29,000 (depending on experience and qualifications)
Location: Cheshire
About the Role
We’re looking for a highly organised and experienced Senior IFA Administrator to support advisers and paraplanners in a fast-paced, client-focused environment. This role involves managing new business processing, client communications, and maintaining accurate records and documentation.
Key Responsibilities
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Support advisers and paraplanners with admin tasks
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Process new business (investments, pensions, protection)
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Prepare valuations, annual reviews, and client meeting packs
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Liaise with clients and providers via phone, email, and post
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Cover for Junior Administrator during absences
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Log and track documents, chase outstanding items
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Handle client queries and update records
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Maintain tidy and compliant client files
Requirements
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Experience in financial services or IFA environment
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Familiarity with wrap platforms and client management systems (e.g. Xplan, Adviser Office) preferred
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Excellent organisation, communication, and multitasking skills
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Strong IT skills, including Microsoft Office
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Able to work independently and as part of a team
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Ideally working towards CII Certificate level
Benefits
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25 days holiday plus bank holidays
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Company pension scheme
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Discretionary annual bonus
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Cycle to Work scheme
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Support for CII exams and ongoing development