- Hours: Monday to Friday, 9:00am - 5:00pm
The Opportunity
We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.
You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
- Providing administrative support to Financial Advisers and Paraplanners
- Managing adviser diaries and arranging client meetings
- Preparing client documentation and reports
- Liaising with pension providers and life companies to gather information
- Handling and responding to general client enquiries
About You
- Previous experience within an IFA or financial services administration role
- Strong IT skills, including experience with spreadsheets and databases
- Excellent organisational and planning abilities
- A methodical and detail-focused approach
- High levels of integrity and professionalism
What's in It for You?
- 20 days holiday + bank holidays (increasing with service)
- Private medical insurance
- Death in service benefit (3x salary)
- Company pension scheme
- Full support with professional industry qualifications
- Clear, supported career progression within financial planning
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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Read more employer: Search Consultancy Ltd
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