Job Description
Job Description
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.
Principal Accountabilities / Main Responsibilities
The job role is varied but the principal responsibilities are as follows:
• Ensure that all company processes are adhered to.
• Ensure that all communications are recorded and indexed in the document management system (SharePoint)
...
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Submit ApplicationJob Details
- Location Alderley Edge, England
- Job Type Full-time
- Category Secretaries and Administrative Assistants
- Posted Date June 10, 2026
- Application Deadline July 20, 2026