Full job descriptionSenior IFA Administrator – ChesterWe are currently working with a long-standing and highly reputable financial planning firm in Chester that is looking to strengthen its support team with the addition of an experienced Senior IFA Administrator.
This opportunity would suit someone with previous experience within an IFA or wealth management environment who is looking for a firm that offers stability, genuine career development and a positive working culture.
The business itself has an excellent reputation within the market and a very low staff turnover, with a number of employees having progressed internally over the years. Having recruited into this firm before, I have seen first-hand how supportive the environment is and how well staff are looked after.
Responsibilities*Supporting Financial Advisers with pensions, investments and protection business
*Managing cases from submission through to completion
*Liaising with providers and clients on a daily basis
*Preparing documentation and maintaining accurate records
*Assisting with the ongoing servicing of existing clients
What’s On Offer*Salary between £31,000 and £36,000 depending on experience
*8% employer pension contribution
*Private healthcare
*Free parking
*Full support towards Level 4 qualifications
*Hybrid working flexibility
*Clear internal progression routes
The company is equally keen to speak with:
*Experienced career IFA Administrators
*Individuals hoping to move into Paraplanning in the future
There is genuine flexibility around career direction, and the business is happy to support whichever path best suits the individual.
Candidate Requirements*Minimum of 2 years’ experience within IFA Administration
*Strong understanding of financial planning processes
*Organised and detail-oriented approach
*Confident communication skills
*Professional and team-focused mindset
If you are interested in joining a well-run and highly supportive financial planning firm in Chester, please apply for further information.