IFA Administrator & Paraplanner
Chester
Up To £32,000
An exciting opportunity has arisen for an experienced IFA Administrator & Paraplanner to join a growing financial planning team. This role is ideal for someone who enjoys working in a collaborative environment, supporting advisers, and delivering a high standard of service to clients.
The Role
You will play a key role in supporting Financial Advisers and Paraplanners, ensuring the smooth delivery of client services and maintaining efficient administrative processes. This is a varied and hands-on position suited to someone with previous financial services experience and a proactive approach.
Key Responsibilities
*Provide pre-sales administrative support, including preparation of engagement letters and client documentation
*Issue Letters of Authority and gather information from providers
*Obtain valuations, quotes, and application forms as required
*Prepare client files and support advisers ahead of meetings
*Maintain and update back-office systems and client records
*Manage adviser diaries, meetings, and workloads
*Assist with client communications, including newsletters and updates
*Handle incoming calls and respond to initial enquiries
*Meet and greet visitors and provide front-of-house support
*Carry out general administration and ad hoc duties as required
About You
*Previous experience within the Financial Services industry is essential
*Ideally working towards (or keen to start) CII qualifications
*Excellent attention to detail and organisational skills
*Strong communication and interpersonal abilities
*Confident dealing with clients and providers
*Able to manage workload effectively in a busy environment
*Proactive, reliable, and enthusiastic with a "can do" attitude
*Comfortable working both independently and as part of a small team
Key Skills & Competencies
*Commitment to delivering high-quality client service
*Strong relationship-building and communication skills
*Effective planning, prioritisation, and time management
*Ability to follow processes and maintain accurate records
*Adaptable with a proactive approach to improving systems and processes
What’s on Offer
*Competitive salary
*25 days holiday, increasing with length of service
*Pension scheme (3% employer / 4% employee)
*Death in Service (4x salary)
*Permanent Health Insurance (75% income protection)
*Ongoing training and development support
Why Apply?
This is a fantastic opportunity to join a supportive and professional team where your contribution will be valued, and you will have the opportunity to grow your career within financial services.
Apply today via NJR Recruitment or call quoting the reference NJR16628
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.