Position details
IFA ADMINISTRATOR / PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Chester
£30000 - £32000 20/04/2026
NJR16628
£30000 - £32000 20/04/2026
NJR16628
DESCRIPTION
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.
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.
Apply Now
