Employer Id: 481038
Employer Name: Castle Wealth Ltd
JobTitle: IFA Administrator
Location Name: Chelmsford
Minimum Salary: 28000
Maximum Salary: 34000
Yearly Minimum Salary: 28000
Yearly Maximum Salary: 34000
Salary Type: per annum
Salary: £28,000 - £34,000 per annum
Date Posted: 08/12/2025
Expiration Date: 19/01/2026
Part Time:
Full Time: 1
Contract Type: Permanent
Job Description: We are seeking a highly organised and proactive IFA Administrator to join our dynamic team in Chelmsford. This is a fantastic opportunity for someone with solid experience in the financial advice sector who is looking to build their career in a supportive and professional environment. Flexible working options are available, while still being part of a collaborative office team.
About the Role As an integral part of the team, you will provide administrative support to our advisers and paraplanners, ensuring the smooth running of day-to-day operations. Your responsibilities will include:
- General administrative duties
- Managing business processing from submission to completion
- Diary and workflow management
- Providing support to both the advice and paraplanning teams
- Client communication and relationship management
- Handling additional tasks typical of an IFA administration role
Requirements - Minimum 3 years’ experience working within an IFA firm
- Strong organisational skills and attention to detail
- Excellent communication skills, both written and verbal
- A positive attitude and willingness to be an active part of a friendly team
What We Offer - A welcoming, supportive office environment
- Flexible working options can be on offer
- Full-time position with opportunities for professional development
- The chance to work closely with experienced financial professionals
If you’re an experienced IFA Administrator looking for your next challenge, we’d love to hear from you.