Financial Planning Support – Chester (Full‑time)

About the role

This full‑time position supports a traditional financial planning firm in Chester. You will work directly with clients, financial planners and internal support staff, handling a wide variety of cases each day. The role is ideal for an experienced IFA Administrator looking for a stable environment with low staff turnover.

Key responsibilities

• Act as the primary point of contact for clients throughout the planning process.
• Coordinate with financial planners to prepare and review client documentation.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Assist in the preparation of financial plans, reports and presentations.
• Provide administrative support for day‑to‑day operations of the planning team.

Required profile

• Proven experience as an IFA Administrator or similar role in the financial services sector.
• Strong understanding of financial planning processes and client liaison.
• Excellent organisational skills and attention to detail.
• Ability to manage multiple client cases simultaneously.

Required skills

What we offer

• Competitive salary up to £32,000 per year.
• Stable, low‑turnover work environment.
• Opportunities for professional development within a growing firm.