IFA Administrator

Join Chester Rose as our new Financial Planning Administrator 📍 Location: Hybrid – Newbury office 1–2 days per week, remainder remote 🕒 Full-time | Competitive salary + benefits Are you organised, proactive, and passionate about supporting clients and advisers in the financial planning industry? Chester Rose Financial Planning is looking for a Financial Planning Administrator to join our team and provide vital support to our Financial Planners and Paraplanners. This is a key role where you’ll help ensure smooth client journeys, maintain best-in-class processes, and contribute to the culture of excellence that sets us apart. What you’ll be doing Preparing Recommendations Liaise with clients to schedule meetings and confirm details Produce and distribute meeting packs in line with compliance requirements Check packs and chase missing documentation (LOAs, applications, etc.) Enter client information into Intelliflo (IO) and maintain accurate notes Pass information to Paraplanners as needed Implementing Recommendations Follow up on advice implementation and keep clients updated Track progress using internal systems and dashboards High-Level Responsibilities First point of contact for client queries Scan and distribute post to advisers/paraplanners General administration and data entry Support smooth running of client services and compliance processes What you’ll bring Experience in IFA or wealth management admin Excellent organisational skills and attention to detail Ability to manage multiple tasks and prioritise effectively Strong communication skills, both written and verbal Proactive, professional, and client-focused approach Familiarity with financial planning software is desirable ( Intelliflo (IO)) About Chester Rose At Chester Rose, we empower clients to navigate their financial journey with clarity and confidence, helping them live the life they truly want. As Chartered Financial Planners, we deliver personalised, expert advice with integrity, professionalism, and a commitment to excellence. We are more than financial planners — we are trusted partners and architects of financial futures. We also invest in our team, fostering a collaborative, supportive culture where people can grow, contribute ideas, and develop their careers. Our Values Collaborative: We work together, valuing diverse perspectives to deliver exceptional advice. Client-Centric: Every client receives tailored solutions, supported by a dedicated team. Expert: Our Chartered status reflects deep expertise and commitment to excellence. Principled: Integrity, honesty, and transparency guide everything we do. Innovative: We embrace new ideas and continuous improvement to stay ahead. Why join us? Be part of a high-calibre, values-led team Hybrid working Opportunities for career progression within a growing independent firm Contribute directly to exceptional client experiences and business success 📩 Ready to join our team? Apply now or reach out for a confidential conversation.