IFA Administrator
CV-LibraryCheshirepermanentPosted: 10 April 2026
Apply NowIFA Administrator / Financial Planning Administrator
Location: Chester Hours: Monday-Friday, 9am-5pm (35 hours per week)
Search is working with a respected and long‑established financial planning firm in Chester to appoint an experienced IFA Administrator. This is an excellent opportunity for someone who already understands the demands of supporting financial advisers and delivering a seamless client experience.
We're looking for someone with previous experience in an IFA, wealth management, or financial planning environment, ideally with hands‑on involvement in new business processing, client servicing, and adviser support.
The Role
As an IFA Administrator, you'll play a key role in ensuring advisers and clients receive efficient, accurate and proactive support. Your responsibilities will include:
Processing new business across pensions, investments, protection, and mortgage products
Managing ongoing client servicing tasks including switches, rebalances, withdrawals, and policy updates
Liaising with providers to obtain valuations, policy information and resolve queries
Preparing client correspondence, maintaining records, and ensuring compliance standards are met
Handling incoming post, emails, and general administrative duties
Providing reception cover and welcoming clients when required
What's in it for you?
You'll be joining a friendly, knowledgeable team that values professional development and long‑term career growth. Benefits include:
Competitive salary aligned to experience
20 days holiday + bank holidays
Annual pay reviews with performance‑linked increases
Standard hours 9am-5.30pm with flexibility when needed
Group pension scheme
Excellent training and clear progression pathways
Full sponsorship for financial services qualifications (e.g., R0 exams)
Study days for relevant exams
Access to free financial advice
Cycle to Work Scheme
Regular company social events
If this opportunity sounds like the right fit for you, please get in touch and send your CV to (url removed) to discuss the role in more detail.
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
Location: Chester Hours: Monday-Friday, 9am-5pm (35 hours per week)
Search is working with a respected and long‑established financial planning firm in Chester to appoint an experienced IFA Administrator. This is an excellent opportunity for someone who already understands the demands of supporting financial advisers and delivering a seamless client experience.
We're looking for someone with previous experience in an IFA, wealth management, or financial planning environment, ideally with hands‑on involvement in new business processing, client servicing, and adviser support.
The Role
As an IFA Administrator, you'll play a key role in ensuring advisers and clients receive efficient, accurate and proactive support. Your responsibilities will include:
Processing new business across pensions, investments, protection, and mortgage products
Managing ongoing client servicing tasks including switches, rebalances, withdrawals, and policy updates
Liaising with providers to obtain valuations, policy information and resolve queries
Preparing client correspondence, maintaining records, and ensuring compliance standards are met
Handling incoming post, emails, and general administrative duties
Providing reception cover and welcoming clients when required
What's in it for you?
You'll be joining a friendly, knowledgeable team that values professional development and long‑term career growth. Benefits include:
Competitive salary aligned to experience
20 days holiday + bank holidays
Annual pay reviews with performance‑linked increases
Standard hours 9am-5.30pm with flexibility when needed
Group pension scheme
Excellent training and clear progression pathways
Full sponsorship for financial services qualifications (e.g., R0 exams)
Study days for relevant exams
Access to free financial advice
Cycle to Work Scheme
Regular company social events
If this opportunity sounds like the right fit for you, please get in touch and send your CV to (url removed) to discuss the role in more detail.
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