IFA Administrator
Posted 4 days ago
- Hady, Derbyshire
- Permanent
- £26,000 to £28,000 /Yr
- Sponsored
- Expires In 24 days
Are you an experienced Financial Services Administrator looking to join a well-established firm that genuinely values its people and clients?
Client Details
We are currently recruiting for an IFA Administrator to join a highly reputable financial planning practice based in Chesterfield. This is a fantastic opportunity for someone with experience in supporting Independent Financial Advisers to further their career in a professional, supportive environment.
Description
IFA Administrator - Key Responsibilities:
Provide full administrative support to Financial Advisers and Paraplanners
Process new business applications and ensure all documentation is compliant and accurate
Maintain client records and update the CRM system
Liaise with clients and providers in a professional and efficient manner
Prepare client review packs and assist with diary management
Support the team with general office administration and project-based work
Profile
IFA Administrator - What We're Looking For:
Previous experience in a similar IFA/Financial Planning support role
Strong knowledge of financial products such as pensions, investments, and protection
High attention to detail and strong organisational skills
Confident communicator with a proactive and professional approach
Good IT skills and experience using back-office systems (e.g., Intelligent Office or similar)
Job Offer
IFA Administrator - What's on Offer:
Salary of £26,000 - £28,000 (depending on experience)
Clear career development and training opportunities
Supportive team culture and professional working environment
Full-time permanent position with long-term progression prospects
Client Details
We are currently recruiting for an IFA Administrator to join a highly reputable financial planning practice based in Chesterfield. This is a fantastic opportunity for someone with experience in supporting Independent Financial Advisers to further their career in a professional, supportive environment.
Description
IFA Administrator - Key Responsibilities:
Provide full administrative support to Financial Advisers and Paraplanners
Process new business applications and ensure all documentation is compliant and accurate
Maintain client records and update the CRM system
Liaise with clients and providers in a professional and efficient manner
Prepare client review packs and assist with diary management
Support the team with general office administration and project-based work
Profile
IFA Administrator - What We're Looking For:
Previous experience in a similar IFA/Financial Planning support role
Strong knowledge of financial products such as pensions, investments, and protection
High attention to detail and strong organisational skills
Confident communicator with a proactive and professional approach
Good IT skills and experience using back-office systems (e.g., Intelligent Office or similar)
Job Offer
IFA Administrator - What's on Offer:
Salary of £26,000 - £28,000 (depending on experience)
Clear career development and training opportunities
Supportive team culture and professional working environment
Full-time permanent position with long-term progression prospects