Alderley Edge, United Kingdom | Posted on 22/09/2026
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large andvery important part of this role is to ensure that electronic records are immaculate and up to date,which allows our client to deliver a first-class financial planning service to clients.The IFA Administrator will work closely with a financial planner and associate financial planner to service a definedclient bank.
The job role is varied but the principal responsibilities are as follows:
- Ensure that all company processes are adhered to.
- Ensure that all communications are recorded and indexed in the document management system(SharePoint)
- Ensure immaculate and up-to-date records on the back-office system (Curo)
- Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
- New business processing, completing forms and submitting to financial product providers.
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
- Ask if not certain about anything – accuracy is crucial, so it’s better to take more time
Knowledge &experienceAbility to demonstrate ownership & independence in previous rolesAbility to manage own workload and prioritise work effectivelyExperience of Curo and SharePoint desirableExperience of dealing with demanding clients.Administration experience
Skills
Ability to read, digest, assimilate information and prioritiseEye for detail and accuracyExcellent verbal and written communication skillsMonitoring, evaluating, and reportingExcellent IT skills, particularly Outlook, Word & ExcelAble to work within a defined business processAble to work under pressure on occasions to achieve deadlines whilst ensuringquality of work remains at the highest standardAct honestly and with integrity in accordance with the legal and businessrequirements as set out by the CompanyWork within the limits of your current competence and know when to request
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