IFA Administrator

Dyddiad hysbysebu:	10 Ebrill 2026
Oriau:	Llawn Amser
Dyddiad cau:	10 Mai 2026
Lleoliad:	Cheshire, CH2 3NJ
Gweithio o bell:	Ar y safle yn unig
Cwmni:	Search Consultancy LTD
Math o swydd:	Parhaol
Cyfeirnod swydd:	Req/680550_1775808871

Crynodeb

IFA 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 jessica.haslam@search.co.uk 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.