IFA Administrator

IFA Admin

Office based, Chester

Salary - Up to £30k depending on experience

This role is ideal for a financial services administrator that has prior experience working in an IFA and is keen to develop and progress towards paraplanning in time. You will benefit from joining a close team where you will receive great benefits, exam support, training (both internal and external programmes), access to your own financial advice and support, and progression within the company should you seek it.

The Business

The business is a well-established Chartered IFA towards the centre of Cheshire. It is only a short walk from the train station.

The business values progression and the importance of investing in their employees. Not surprisingly, a lot of their employees have been with them for 5, 10, 15, and even 20 years.

This role is based in their Chester office

The Role

Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings.

Benefits

• Full-time employment
• Salary - Up to £30k depending on experience
• Office hours 9am - 5.30pm with flexitime when required
• Annual pay review with performance linked pay increases
• Group Pension Scheme
• External and internal training programmes
• Full sponsorship for your qualification including study days
• Free financial advice and support
• 20 days annual leave + bank holidays, increasing to 25 with each year of service,
• Cycle to Work Scheme
• Company social events

Apply

If this sounds like your next step and you would like to find out some more information about this opportunity, then simply apply here and one of our team will be in contact to support your application.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator