Administrator - Independent Financial Adviser (Ifa) in Cheshire, Chester

Administrator - Independent Financial Adviser (Ifa) in Cheshire, Chester

Cheshire +1 Full-Time No working from home possible
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Job Description Job Title: IFA Administrator Financial Services 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. Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis 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 A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm Get in touch or apply online to find out more about this opportunity! 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. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.

Locations

CheshireChester

Administrator - Independent Financial Adviser (Ifa) in Cheshire, Chester employer: Recruit UK

Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.

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Contact Details:

Recruit UK Recruitment Team