IFA Administrator

About the role

This temporary full‑time position supports a well‑established financial planning firm in Chester City Centre. You will be the first point of contact for clients, delivering a professional front‑of‑house service both in person and by phone.

Key responsibilities

• Welcome clients and provide initial hospitality.
• Support financial advisers and paraplanners with investment and financial administration.
• Prepare client packs and bundles, and manage client correspondence.
• Perform routine office tasks such as photocopying, scanning and email management.
• Maintain a professional and welcoming front‑of‑house environment.

Required profile

• Previous experience in a professional services environment.
• Professional presentation and a welcoming demeanour.
• Ability to work independently with discretion and initiative.
• Comfortable navigating multiple systems and adapting to a busy office.
• Available to work on‑site full‑time, Monday‑Friday, 9am‑5pm.

Required skills

• Experience with Wrap Platforms.

What we offer

• Hourly rate of £13.38‑£15 plus holiday roll‑up.
• Temporary contract until October 2026.
• Excellent city‑centre location with immediate start.