Eventus Recruitment are seeking an IFA Administrator to join a Financial Planning business based in Wilmslow, Cheshire. This is a permanent, full-time job offering a competitive salary of up to £30,000 per annum, plus excellent benefits. This IFA Administrator job has arisen due to the firm’s growth plans, making it a fantastic opportunity to join an established and successful Financial Planning practice. Employees at this Wilmslow office enjoy working in a relaxed, friendly, autonomous yet supportive environment. Benefits include 25 days holiday plus bank holidays, bonus scheme, flexible working policy (core hours 10am to 4pm), private medical insurance and a pension contribution of up to 5%.
Role Responsibilities
This is a hands-on and varied IFA Administrator job, providing essential support to the Financial Advisers and ensuring the smooth running of the business:
- Managing day-to-day operations and internal processes
- Liaising with providers, compliance, and the wider support network
- 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 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 individual who wants to develop and grow within the financial planning sector. The successful applicant will possess:
- Either previous experience in financial planning administration OR working towards their Diploma Level 4
- 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
Benefits and Rewards
This Paraplanner job offers a wide range of excellent rewards and benefits, including:
- £27,000 - £30,000 salary per annum.
- Pension contribution up to 5% from the employer.
- 25 days holiday plus bank holidays.
- Flexible working policy with core hours of 10am – 4pm.
- Bonus scheme.
- 4 x salary Death in Service cover.
- Private medical insurance.
- Study support.
- Free parking.
- Health cash plan.
- Regular paid social events.
About the Company
The hiring company is a successful, expanding Financial Planning business with offices in Wilmslow, Cheshire. The employer has built a supportive, collaborative culture where employees thrive in a friendly and professional environment. With a focus on long-term financial planning, the business provides bespoke wealth management and lifestyle financial planning solutions to a wide range of clients. The firm is proud of its relaxed yet professional working environment, flexible working policy, and strong employee retention.
Next Steps
Apply now if your skills and experience align with this IFA Administrator job. 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 fulfil 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