Job Title: IFA Administrator
Industry: Financial Services
Location: Chester
Salary: Up to £30,000
Reference Number: 10377
Job Description:
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Chester.
As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.
Responsibilities:
- Handle new business applications and liaise with providers to ensure timely completion
- Prepare client appointment packs and manage adviser diaries
- Ensure all documentation meets FCA regulatory standards
- Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
- Salary up to £30,000, depending on experience
- 29 days of holidays, increasing with length of service
- Company pension scheme
- Annual discretionary bonus
- Cycle to Work scheme
- Support and encouragement for CII examinations and ongoing professional development
Skills and experience required:
- A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
- Experience with Xplan or FE Analytics is desired
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
IFA Administrator in Chester employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
