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Office Administrator/ Coordinator

IFA Administration & Client Services Specialist

Job in Wilmslow, Cheshire, SK9, England, UK
Listing for: Bond Recruitment Ltd
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies. You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications.

This role offers a supportive environment with training costs covered by the company.
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