IFA Administrator

A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire.

This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career.

The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow.

Key responsibilities will include:

• Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle.
• Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand.
• Producing client documentation including valuations, illustrations and quotations.
• Processing new business and servicing tasks in line with agreed quality and service standards.
• Handling client and internal queries promptly, professionally and to a high standard.
• Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards.
• Building strong, trusted working relationships across the team.

The successful candidate will have:

• At least 12 months' experience in an IFA support or financial planning administration role.
• A working knowledge of the advice process and relevant FCA requirements.
• Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards.
• Strong interpersonal skills and a professional, polished manner, given the calibre of client.

For the right person, there is genuine scope to develop towards paraplanning over time.

This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.