IFA Administrator


Company:	Search Consultancy LTD
Salary:	£26,000 to £30,000 a year
Hours:	Full-time
Location:	Chester, CH1 2NX
Working pattern:	On-site
Job type:	Permanent
Posting date:	2 Sept 2026
Closing date:	2 Oct 2026

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Summary

IFA Administrator

Location: Chester

Salary: £26,000 - £30,000

Hours: Monday to Friday, 9:00am - 5:00pm

The Opportunity

We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.

You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

Providing administrative support to Financial Advisers and Paraplanners

Managing adviser diaries and arranging client meetings

Preparing client documentation and reports

Liaising with pension providers and life companies to gather information

Handling and responding to general client enquiries

About You

Previous experience within an IFA or financial services administration role

Strong IT skills, including experience with spreadsheets and databases

Excellent organisational and planning abilities

A methodical and detail-focused approach

High levels of integrity and professionalism

What's in It for You?

20 days holiday + bank holidays (increasing with service)

Private medical insurance

Death in service benefit (3x salary)

Company pension scheme

Full support with professional industry qualifications

Clear, supported career progression within financial planning

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.

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