Eventus Recruitment are seeking an experienced IFA Administrator to join a respected Financial Planning business based in Knutsford, Cheshire. This is a permanent, full-time IFA Administrator job working Monday to Friday, 9am–5pm, with hybrid working in Knutsford, Cheshire (3–4 days per week from home) and flexible start and finish times.
This IFA Administrator job offers a salary of £28,000–£32,000, 25 days holiday plus bank holidays and a 5% employer pension contribution, alongside the flexibility of hybrid working and a supportive, professional environment. This opportunity would suit a Financial Planning Administrator, IFA Administrator, Client Services Administrator or IFA Practice Administrator looking for a long-term position in Knutsford, Cheshire.

Job Responsibilities:

This IFA Administrator job is central to supporting the smooth day-to-day running of a busy Financial Planning office and ensuring client service remains consistent and professional. The incoming IFA Administrator will provide proactive administrative support, maintain accurate records and help progress business efficiently by liaising with clients, providers and internal stakeholders.

• Providing administrative support to the office to ensure daily operations run smoothly
• Ensuring client files are complete, including identification documentation and required application paperwork
• Completing pre-meeting preparation and post-meeting follow-up, including accurate updates to client records on the CRM system
• Answering incoming telephone calls and communicating confidently with clients, product providers and third parties
• Meeting and greeting clients and visitors and supporting a professional front-of-house experience when required
• Running reports and illustrations and collating key data to support advisers and office processes
• Liaising with administration centres and third-party providers to ensure transactions complete within agreed timescales
• Progressing applications with product providers, including chasing outstanding items such as Letters of Authority
• Producing templated client letters and reports with strong attention to detail and accuracy
• Processing applications accurately and recording required management information
• Proactively progressing cases with advisers, clients and third parties to ensure timely completion

Person Specification:

This IFA Administrator job suits an organised and detail-focused Financial Planning professional who enjoys providing high-quality support and communicating confidently with clients and third parties. The hiring company is seeking an incoming Administrator who can manage competing priorities calmly, maintain strong accuracy and contribute positively to a collaborative office environment.

• Previous experience in an office support job, ideally within financial services or a related sector
• Experience using a client management system or CRM, with Salesforce experience beneficial
• Knowledge of relevant regulation and legislation is desirable
• Excellent face-to-face and telephone communication skills with the ability to build rapport quickly
• Strong written communication skills and confidence producing templated correspondence
• Broad Microsoft Office skills including Outlook, Word, PowerPoint and Excel
• Highly organised with strong attention to detail and a consistent focus on accuracy
• Effective time management with the ability to multi-task and manage changing priorities
• Calm under pressure with a positive and professional approach at all times
• Comfortable working independently on own workload while contributing to shared team objectives
• Open to change with a practical, solutions-focused mindset and a commitment to continuous improvement
• Demonstrates strong quality focus, teamwork, planning and organisation, client care and effective communication in day-to-day work

Benefits and Rewards

This permanent IFA Administrator job offers a rewarding package designed to support work-life balance, flexibility and long-term stability. The employer is committed to creating a positive working environment, with hybrid working and flexibility that supports productivity and well-being.

• Salary of £28,000–£32,000
• 25 days holiday plus bank holidays
• 5% employer pension contribution
• Hybrid working (up to 3–4 days per week from home if relevant experience is posessed)
• Flexible start and finish times alongside Monday to Friday working hours of 9am–5pm

About the Company

The employer is a professional Financial Planning IFA business based in Knutsford, Cheshire, offering a client-focused environment where accuracy, service and collaboration are valued. This organisation supports advisers and clients with a structured approach to administration, process management and ongoing client communication.
With a strong emphasis on completing work to a high standard and maintaining excellent service levels, this Financial Planning business provides a supportive setting for a Financial Planning Administrator or IFA Administrator looking to build a long-term career in a stable, well-run office.

Next Steps
Apply now if your skills and experience align with this 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.