IFA Administrator
Posted on Jun 8, 2026 by CV-Library
Chester, Cheshire, United Kingdom
Accountancy
Immediate Start
£25k - £32.5k Annual
Full-Time
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching performance of investment funds
Typing letters and reports
Photocopying
Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management
Experience:
* Knowledge of the financial advice industry
* Experience of Wrap Platforms is highly advantageous
* Knowledge of Xplan and FE Analytics is desirable
* Good written and oral communication skills
* Excellent organisational skills
* Knowledge of Microsoft Office
* Good audio/touch typing skills
* Ability to work to deadlines
* Ability to work under pressure
* Teamwork and co-operation
* Integrity
* Confidentiality
* Flexibility
Soft Skills:
* Smart, enthusiastic, hardworking and good at multitasking
* high standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
* 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
* Company pension
* Annual discretionary bonus
* Cycle to Work scheme
* Cestrian encourages and supports undertaking CII examinations and other professional development
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching performance of investment funds
Typing letters and reports
Photocopying
Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management
Experience:
* Knowledge of the financial advice industry
* Experience of Wrap Platforms is highly advantageous
* Knowledge of Xplan and FE Analytics is desirable
* Good written and oral communication skills
* Excellent organisational skills
* Knowledge of Microsoft Office
* Good audio/touch typing skills
* Ability to work to deadlines
* Ability to work under pressure
* Teamwork and co-operation
* Integrity
* Confidentiality
* Flexibility
Soft Skills:
* Smart, enthusiastic, hardworking and good at multitasking
* high standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
* 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
* Company pension
* Annual discretionary bonus
* Cycle to Work scheme
* Cestrian encourages and supports undertaking CII examinations and other professional development
Reference: 225221031
https://jobs.careeraddict.com/post/113378602
IFA Administrator
Posted on Jun 8, 2026 by CV-Library
Chester, Cheshire, United Kingdom
Accountancy
Immediate Start
£25k - £32.5k Annual
Full-Time
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching performance of investment funds
Typing letters and reports
Photocopying
Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management
Experience:
* Knowledge of the financial advice industry
* Experience of Wrap Platforms is highly advantageous
* Knowledge of Xplan and FE Analytics is desirable
* Good written and oral communication skills
* Excellent organisational skills
* Knowledge of Microsoft Office
* Good audio/touch typing skills
* Ability to work to deadlines
* Ability to work under pressure
* Teamwork and co-operation
* Integrity
* Confidentiality
* Flexibility
Soft Skills:
* Smart, enthusiastic, hardworking and good at multitasking
* high standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
* 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
* Company pension
* Annual discretionary bonus
* Cycle to Work scheme
* Cestrian encourages and supports undertaking CII examinations and other professional development
Main Duties:
Liaising with and supporting the advisers and paraplanners
Administering new business for investments, pensions and protection
Updating systems, preparing valuations and annual review documentation
Communicating with existing and prospective clients and providers by phone, email and post
Logging cheques and policy documents
Answering the telephone
Processing new business applications
Chasing outstanding items
Dealing with client queries
Up-dating and producing client valuations
Preparing client files for meetings
Researching performance of investment funds
Typing letters and reports
Photocopying
Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management
Experience:
* Knowledge of the financial advice industry
* Experience of Wrap Platforms is highly advantageous
* Knowledge of Xplan and FE Analytics is desirable
* Good written and oral communication skills
* Excellent organisational skills
* Knowledge of Microsoft Office
* Good audio/touch typing skills
* Ability to work to deadlines
* Ability to work under pressure
* Teamwork and co-operation
* Integrity
* Confidentiality
* Flexibility
Soft Skills:
* Smart, enthusiastic, hardworking and good at multitasking
* high standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
* 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
* Company pension
* Annual discretionary bonus
* Cycle to Work scheme
* Cestrian encourages and supports undertaking CII examinations and other professional development
Reference: 225221031
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