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 ..... full job details .....