Join The Team

IFA Office Manager

If you are the IFA Office Manager we are looking for

you will be….

friendly, hard working, enthusiastic, conscientious and good with figures.

You will describe yourself as up-beat, courteous, having high standards, paying attention to detail, able to use your own initiative and be a relaxed team player. You will be responsible for four main roles within Cestrian Financial Planning Services Ltd at our office in Chester:-

• Personnel;
• Reconciling fees on our back office system;
• Supporting and training our IFA administration team;
• Preparing regulatory returns;
• Preparing quarterly rebalancing of client’s portfolios.

You will need to be well presented, love smiling, trustworthy, punctual and be keen to take this opportunity to develop your career. You will apply the skills you already have in working within an IFA office such as experience of Adviser Office, Wrap Platforms, FCA Connect, Word and Excel.

Cestrian Financial Planning Services Ltd is a family firm of independent financial advisers established in 1980, providing quality financial advice to individuals and businesses. Our company was the 17th in the UK to achieve Chartered Financial Planner status, the pinnacle of the profession, demonstrating the highest level of technical expertise and professional ethics.

We are offering a salary in the range of £28,000 - £32,000, dependent on experience, although, more than this may be paid for an exceptional candidate!

If you believe this position is for you, please e-mail your CV in the first instance to sandie.gilbert@cestrianifa.co.uk.

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