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IFA Administrator

Get Hired, Chester

IFA Administrator

£28000-£35000

Get Hired, Chester

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 30 May | Get your application in now before you're too late!

Closing date: Closing date not specified

Job ref: c89340d3980f481588311a253465ffa6

Location ref: Chester

Full Job Description

  • 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.

    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., 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., 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.

    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.

Direct job link

https://www.jobs24.co.uk/job/ifa-administrator-126909562
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