Financial Planning Administrator – Financial Planning


Financial Planning Administrator – Financial Planning – Cheshire          J – 471


South Cheshire Financial Planning Company seeks administrator to join their first class support team, working closely with the MD and his assistant on all financial planning support responsibilities.

You will be responsible for providing a first class administration service to a the IFA’s and Managing Director; answering basic client queries via incoming telephone calls and email.  Maintaining a personal diary system, Issuing client Letters of Authority to providers and collating information. Processing new business and ensuring all documentation is compliant and valuing client portfolios.

To be considered for this role you must have excellent attention to detail, which will be thoroughly tested at interview. This is a great opportunity for an IFA administrator to take the next step in their career; getting exposure to technical investments whilst working closely with the Managing Director of the business.

Qualifications are supported. The successful applicant must have a very strong eye for detail. If you would enjoy working alongside highly qualified industry specialists, for a well regarded IFA Practice in a beautiful office in Cheshire please apply for further information, or email

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