Financial Planning Assistant

IFA Administrator

up to £32,000

Chesire

Key responsibilities

• Provide administrative assistance to IFAs, including preparing reports, correspondence, and documentation.
• Be the first point of contact for clients ensuring a professional, high quality service is provided
• Manage advisors’ schedules and coordinate client meetings and update and maintain client files, ensuring accuracy and compliance.
• Submitting pensions and transfers
• Prepare and process financial applications, letters of authority, and investment transfers.
• Track and follow up on pending applications, ensuring timely completion.
• Prepare valuation reports and assist with portfolio reviews.
• Work closely with IFAs, paraplanners, and other administrative staff to ensure seamless client service.

Requirements

• Previous experience in financial services administration or a similar role.
• Experience using Microsoft, Aviva and IO
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Knowledge of financial products (e.g., pensions, investments, insurance).
• Understanding of FCA regulations and compliance requirements.