IFA Administrator in Chester - Recruit UK

Job Role: IFA Administrator

Location: Chester

Salary: Up to £35,000

Job Type: Full-time, Permanent

Reference Number: 10161

Core hours: 9:00 am – 5:30 pm (with flexible working options available when required)

Are you an experienced IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?

Are you looking to take the next step in your career, with the opportunity to progress into paraplanning? If so, this could be the perfect role for you.

Recruit UK is working on behalf of a highly regarded Chartered Independent Financial Advice firm based in Chester. We are seeking an experienced and detail-driven IFA Administrator to join a supportive and forward-thinking team.

This role offers full sponsorship towards financial advice qualifications, along with structured training and development.

What’s on Offer:

• Permanent, full-time position
• Competitive starting salary of up to £35,000
• 20 days’ annual holiday (plus bank holidays)
• Annual performance-linked salary review
• Group pension scheme
• Fully funded financial advice qualifications and study days
• Access to internal and external training programmes
• Free financial advice and support
• Cycle to Work Scheme
• Company social events

Key Responsibilities:

• Processing new business (including investments, pensions, mortgages, and life policies)
• Handling client servicing requests (e.g., switches, rebalances, withdrawals)
• Managing policy enquiries and client correspondence
• Providing administrative support: handling calls, managing post, typing documents, and greeting clients
• Supporting with reception and telephone duties as needed

What We’re Looking For:

• Experience working within an Independent Financial Adviser (IFA) environment
• A conscientious individual with strong attention to detail
• Organised and methodical, with the ability to prioritise tasks and meet deadlines
• Excellent written and verbal communication skills
• A strong team player
• Proficient in MS Office (Word, Excel, Outlook)
• Experience using the IO (Intelliflo) back-office system is desirable
• Familiarity with platforms such as Abrdn, Aviva, and Aegon is advantageous

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Chester on an IFA Administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.