Job Description
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...