Vernon Thomas Recruitment
Financial Planning Administrator
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IFA Administrator
📍 Cheshire East (Hybrid Working) | 💷 Up to £33,000 + Benefits
Due to continued growth, we are recruiting an experienced IFA Administrator to join a well-established and highly respected financial planning firm based in Cheshire East.
This is an excellent opportunity to become part of a friendly, collaborative team supporting a successful team of Financial Advisers. The role will primarily focus on new business processing, ensuring applications are submitted accurately and efficiently while delivering an outstanding experience for both clients and advisers.
If you're looking for a business that genuinely invests in its people and offers long-term career progression, we'd love to hear from you.
The Role
As an IFA Administrator, your responsibilities will include:
- Processing and submitting new business applications across pensions, investments, and protection using provider platforms.
- Preparing and checking documentation to ensure applications are completed accurately.
- Liaising with providers, platforms, and third parties to progress cases.
- Managing applications from submission through to completion, keeping advisers and clients updated throughout.
- Processing fund switches, withdrawals, top-ups, and other policy servicing requests.
- Maintaining accurate client records using the firm's back-office system.
- Providing pre- and post-meeting administrative support to Financial Advisers.
- Chasing outstanding information from providers and clients.
- Ensuring all work is completed in line with FCA regulations and internal procedures.
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About You
We're looking for someone who has:
- Previous experience within an IFA, Wealth Management, or Financial Planning environment.
- Experience processing new business through provider platforms and online systems.
- A good understanding of pensions, investments, and protection products.
- Excellent organizational skills and strong attention to detail.
- The ability to manage multiple cases and prioritize workloads effectively.
- Excellent communication and interpersonal skills.
- Experience using financial planning CRM/back-office systems.
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Desirable:
- Experience using Intelligent Office or similar systems.
- Progress towards the CII Diploma or other relevant industry qualifications.
What's on Offer?
- Salary up to £33,000, depending on experience.
- Hybrid working (1 day per week from home).
- Flexible start and finish times.
- 35-hour working week.
- Supportive and collaborative team environment.
- Genuine opportunities for career progression, including future development into Senior Administration or Paraplanning.
- The opportunity to join a growing, ambitious financial planning business with an excellent reputation.
If you're an experienced IFA Administrator looking for your next opportunity with a growing financial planning firm, we'd love to hear from you.
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