Eventus Recruitment are seeking a full time IFA Administrator to join a values-led IFA Practice based near Wilmslow, Cheshire. This remote working job is ideal for a senior financial planning administrative professional based in the Cheshire area, as occasional in-person meetings may be required. The working hours are Monday to Friday, 9:00 am to 5:30 pm. This is a permanent position offering remote working, a company pension and a supportive working culture.

Role Responsibilities

This is a hands-on and varied IFA Administrator job, providing essential support to the Financial Adviser and ensuring the smooth running of the business. Working for a firm under the 2Plan umbrella, responsibilities include:

• Managing day-to-day operations and internal processes
• Diary management and prioritising tasks for both the adviser and yourself
• Liaising with providers, compliance, and the wider support network
• Coordinating marketing activities such as sending client communications and preparing company materials
• Creating and maintaining systems and processes to manage the business efficiently
• Managing client communications including pre-qualification, meeting arrangements, and onboarding
• Preparing and processing documents for meetings, including fee agreements, LOAs, and post-meeting notes
• Uploading and managing client files on OneDrive and back-office systems
• Preparing cases for handover to paraplanners and ensuring all relevant documentation is accurate and complete
• Monitoring and tracking annual review schedules and preparing review packs

Person Specification

This IFA Administrator job would suit a proactive, confident, and organised Financial Planning professional who is comfortable working independently. The successful applicant will possess:

• Experience with 2Plan Back Office systems is essential
• Previous experience in financial services
• Ability to work independently and hit the ground running
• Confidence in managing operational tasks and taking ownership of responsibilities
• Excellent communication skills, especially over the phone with clients and providers
• High level of IT literacy, ideally including Microsoft Office, OneDrive, FE Analytics, 2Plan and familiarity with platforms such as Aviva and Royal London

Benefits and Rewards

The successful applicant will join a purpose-led and client-focused Financial Planning business with a strong ethical foundation. The role includes:

• Remote working with occasional meetings in Manchester
• Company pension scheme
• Full-time, permanent position
• Working hours of 9:00 am to 5:30 pm, Monday to Friday

About the Company

This is a values-driven Financial Planning business based near Wilmslow, Cheshire, dedicated to delivering exceptional client service and building long-term trusted relationships. The firm is committed to sustainable growth and operates with a hands-on approach, ensuring every client receives a seamless experience. With a strong emphasis on operational excellence, the business seeks a motivated and experienced financial services professional to support its continued development.

Next Steps

Apply now if your skills and experience align with this IFA Administrator job near Wilmslow, Cheshire. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfill the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website