If you are the IFA Administrator we are seeking to join our friendly team, you will be enthusiastic, hardworking and good at multitasking with a strong knowledge of financial services.

You will have a variety of duties within Cestrian Financial Planning Services Ltd at our office in Chester. These include liaising with and supporting the advisers and paraplanners, administering new business for investments, pensions and protection, updating systems, preparing valuations and annual review documentation, and communicating with existing and prospective clients and providers by phone, email and post.

Experience of the financial advice industry is essential. Experience of Wrap Platforms is highly advantageous. Knowledge of Iress’ back office system Adviser Office / 1st and Financial Express Analytics is also desirable. You will need to have high standards, pay attention to detail, be able to use your own initiative, be a relaxed team player and be keen to take this opportunity. You will apply the skills you already have within a busy office environment, such as good audio / touch typing skills, use of the Microsoft Office suite and financial services systems.

Cestrian encourages and supports undertaking CII examinations and other professional development.

Salary £20,000 to £25,000 dependent on experience. Hours Monday - Friday, 9am - 5pm. Close to Chester train station.

Required skills

  • Admin
  • Financial Advice
  • Investments
  • Pensions
  • Platforms

Application questions

Do you have experiance of working in the financial advice industry?
Have you worked in an IFA offce?
Have you used Wrap platforms?
Do you have CII qualifications?

Reference: 34712885

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