Administrator - Independent Financial Adviser (Ifa)
1 day ago
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.
Follow up on advice implementation and keep clients updated
General administration and data entry
Familiarity with financial planning software is desirable ( Intelliflo (IO))
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. Hybrid working
Opportunities for career progression within a growing independent firm
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