IFA Administrator

IFA Administrator – Financial Planning Firm

• Location: Cheshire
• Salary: Up to £30,000 (DOE) + Benefits
• Working Pattern: Full-time | Hybrid Working Available
  
  

A well-respected Independent Financial Advisory firm is seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to be part of a supportive and professional environment, working alongside Financial Advisers and Paraplanners to deliver high-quality client service.

• Key Responsibilities:
• Provide administrative support to Financial Advisers and Paraplanners
• Prepare client packs and reports
• Process new business applications and track through to completion
• Maintain and update client records accurately
• Liaise with providers and clients regarding queries and policy details