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IFA Administrator

Job details
Posting date: 01 June 2026
Salary: £26,000.00 to £30,000.00 per year
Hours: Full time
Closing date: 01 July 2026
Location: Chester, Cheshire, ch1 2nx
Remote working: On-site only
Company: Search Consultancy LTD
Job type: Permanent
Job reference: Req/682478_1780325605

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Summary

IFA Administrator

  • Location: Chester
  • Salary: £26,000 - £30,000
  • 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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