IFA Administrator

Overview

We are seeking a motivated and organised IFA Administrator to join our growing financial planning team. You will provide essential support to advisers and help ensure smooth day-to-day operations, contributing to high-quality client service.

• Job Ref: 90602
• Location: CHORLEY, Lancashire
• Salary: £25,000 – £30,000 Per Annum
• Employment Type: Permanent

Key Responsibilities

• Support financial advisers with administrative tasks
• Prepare and maintain client files and documentation
• Assist with onboarding new clients and processing new business
• Manage internal systems and workflow to ensure deadlines are met
• Liaise with clients, providers, and internal teams as required
• Support compliance and operational processes as needed

Requirements

• Previous experience in an IFA, financial services, or administrative role preferred
• Strong organisational and time management skills
• Attention to detail and ability to work accurately under pressure
• Good written and verbal communication skills
• Proficient in Microsoft Office; experience with financial services platforms is advantageous

Why Join Us

• Work within a supportive and structured team environment
• Opportunity to gain exposure to financial planning and advisory processes
• Professional development and training opportunities

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