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 preferre...