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IFA Administrator Office based Cheshire Up to £30k Salary
This role is perfect for someone with strong organisational skills and a keen eye for detail who enjoys working in a structured and client-focused environment. If you have experience in financial services administration or are looking to start your career in a professional financial planning firm, this could be an excellent opportunity.
The Business
A well-established and highly regarded financial advisory firm, providing tailored financial planning solutions to individuals and businesses. The team prides itself on offering comprehensive client support, with a strong emphasis on professional development, structured training, and a collaborative working culture. The firm provides a full range of financial services, focusing on retirement planning, investments, and pensions.
The Role
As a Financial Services Administrator, you will play a key role in supporting advisers, paraplanners, and fellow administrators to ensure the smooth operation of the business. Your role will include:
- Liaising with clients, advisers, and product providers to meet deadlines and ensure smooth workflow.
- Handling general administration tasks, including answering inbound calls and assisting with client and adviser queries.
- Booking appointments and managing advisers’ calendars.
- Processing new business applications for life, pensions, and investments, ensuring accurate and efficient completion.
- Obtaining pre-sale documentation, including quotations and required paperwork.
- Ensuring withdrawals and transactions are processed promptly by providers.
- Maintaining accurate records and internal systems to support compliance and business operations.
The Benefits
- Up to £30k Salary
- 22 days holiday + bank holidays (increasing with service).
- Birthday day off.
- Company pension.
- Study support for professional development.
- Death in service benefit.
- On-site parking.
How to Apply
Applying is simple - submit your CV today!
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
