IFA Administrator

IFA Administrator Chester Hybrid Working £28,000 - £32,000 + Benefits We''re recruiting on behalf of a well-established and growing financial planning firm seeking an experienced IFA Administrator to join their supportive team in Chester. This is an excellent opportunity for an administrative professional with experience in financial services who is looking to develop their career within a respected wealth management environment. The successful candidate will play a key role in supporting Financial Advisers, delivering exceptional client service, and ensuring the smooth processing of new and existing business. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support to advisers throughout the client journey. You will work closely with colleagues across the business to ensure client cases are processed efficiently, accurately, and in line with regulatory requirements. Key duties will include: Supporting advisers with client meeting preparation and review documentation Preparing client reports and associated paperwork Processing new business, top-ups, fund switches and investment transactions Managing Letters of Authority and provider correspondence Updating and maintaining accurate client records using back-office systems Producing annual review packs and assisting with review report preparation Liaising with product providers regarding client policies and transactions Handling client and provider enquiries via ..... full job details .....