IFA Administrator | Ultra High Net Worth Wealth Management #031

Location: Alderley Edge, Cheshire
Salary: Competitive + Excellent Benefits

Build Your Career with a Prestigious Private Wealth Management Firm

Our client is a highly regarded boutique wealth management firm specialising in providing bespoke financial planning solutions to ultra-high-net-worth individuals, families and business owners.

As the business continues to grow, an opportunity has arisen for an experienced IFA Administrator to join its professional and supportive team based in Alderley Edge.

This is an excellent opportunity for an organised and client-focused administrator who enjoys working in a high-quality wealth management environment where service excellence is at the heart of everything they do.

The Opportunity

Working closely with Financial Advisers, Paraplanners and the wider client support team, you will play a key role in ensuring the smooth delivery of exceptional client service throughout the financial planning process.

You will manage client administration from initial enquiry through to policy implementation, helping to maintain the high standards expected by an ultra-high-net-worth client base.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Process new business applications across pensions, investments and protection.
• Prepare client documentation and meeting packs.
• Liaise with providers, platforms and product providers to obtain information and progress applications.
• Monitor business pipelines and ensure cases progress efficiently.
• Maintain accurate client records and ensure documentation meets FCA requirements.
• Handle client enquiries professionally and efficiently.
• Assist with policy servicing, valuations, withdrawals and provider correspondence.
• Support ongoing client reviews and annual servicing requirements.
• Ensure exceptional levels of client care and attention to detail at all times.

About You

To be successful you will have:

• Previous experience working within an IFA, Financial Planning or Wealth Management environment.
• A solid understanding of pensions, investments and financial planning administration.
• Excellent organisational and time management skills.
• Strong attention to detail and accuracy.
• Outstanding communication and client service skills.
• Experience using industry back-office systems and provider platforms.
• The ability to prioritise workloads and work effectively within a busy team.
• A proactive and positive approach to problem-solving.

Desirable

• Working towards the Level 4 Diploma in Regulated Financial Planning.
• Experience supporting high-net-worth or ultra-high-net-worth clients.

What's on Offer

• Competitive salary.
• Annual bonus opportunity.
• Excellent employee benefits package.
• Ongoing professional development and study support.
• Clear career progression into Paraplanning or other technical roles.
• Supportive, collaborative and professional working environment.
• Opportunity to work with sophisticated financial planning cases and a prestigious client base.

Apply

If you have experience within financial planning administration and are looking to develop your career with a respected private wealth management firm, we'd love to hear from you.

Apply in confidence or contact IRCFS – International Recruiters Connecting Financial Specialists for a confidential discussion.

All applications will be treated in the strictest confidence.