Financial Planning Assistant

IFA Administrator - Macclesfield - Hybrid

We’re working with an established and growing financial planning business in Macclesfield that is looking to add an experienced IFA Administrator to its team.

This is a varied role supporting Financial Advisers and Paraplanners across the full client journey, within a friendly and professional environment.

The Role

• Supporting advisers and paraplanners with day-to-day administration
• Preparing client meeting and annual review documentation
• Processing new business and client transactions
• Liaising with providers, clients and third parties
• Managing Letters of Authority and outstanding requirements
• Maintaining accurate client records and compliance documentation
• Updating back-office systems
• Assisting with client onboarding and ongoing servicing

About You

• Previous experience within an IFA, financial planning or wealth management environment
• Strong attention to detail and organisation
• Confident communicating with clients and providers
• Good understanding of financial planning administration
• Experience with back-office systems such as Intelligent Office or Xplan would be advantageous
• A proactive and team-focused approach