Please ensure Javascript is enabled for purposes of website accessibility IFA Administrator, Jobs, 1691

IFA Administrator

Sorry, this advert is now closed. Click here to view our live vacancies.

IFA Administrator Role

Salary: £22,000 - £26,000

Based in Chester City Centre

Prestige Recruitment Group are working on behalf of our client to fill this Permanent IFA Administrator role. This financial services department is based in Chester City Centre near all the shops and local amenities


  • Client administration, Opening and closing client accounts, Setting up of systems
  • Implementation of investment review processes
  • Process client's Financial Planning instructions
  • Processing of client factsheet, Including setting up all the paperwork
  • Liaise with the Compliance department to ensure a risk review has been completed

Skills and Experience

  • Experience in IFA Administration with particular experience in using different reporting systems
  • Understanding of financial products and services
  • Experience following FCA regulations
  • A good working knowledge of office and administration systems


This role offers a competitive salary, an excellent working environment and the opportunity to grow and develop within the company.

How To Apply

If you feel you are suited for this role and would like to apply, please click to apply or contact us on 0151 601 6000. Our team will look forward to hearing from you.

17 November 2023
Financial Planning
IFA Administrator
Cheshire, Chester
£22,000 - £26,000