IFA Administrator
| Dyddiad hysbysebu: | 29 Mai 2026 |
|---|---|
| Cyflog: | £28,000 i £35,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 28 Mehefin 2026 |
| Lleoliad: | Chester, CH1 2LE |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Get Staffed Online Recruitment Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | BP-7282 |
Crynodeb
Experienced IFA Administrator
Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.
Key Responsibilities:
- Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
- Prepare client packs, valuations, meeting documentation, and review paperwork.
- Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
- Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
- Maintain accurate client records and update the CRM system in line with internal procedures.
- Support annual review processes and ongoing servicing requirements.
- Assist with compliance and file checking to ensure records meet FCA and internal standards.
- Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
- Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
- Strong understanding of pensions, investments, protection products, and financial planning administration.
- Knowledge of FCA and compliance requirements within a regulated environment.
- Excellent organisation skills with the ability to manage multiple cases and deadlines.
- Strong attention to detail and a methodical, accurate approach to work.
- Confident written and verbal communication skills.
- Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
- Working towards or interested in professional qualifications would be advantageous.
What Our Client Offers:
- Competitive salary of £28,000 - £35,000, depending on experience.
- Supportive and collaborative team environment.
- Opportunities for professional development and career progression.
- Study support for relevant industry qualifications, where applicable.
- Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.
If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.