IFA Administrator

IFA Administrator – Derby

Salary: £25,000 – £33,000 (depending on experience) + company benefits

Hours: Full-time, office-based, Monday to Friday

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded firm of Independent Financial Advisers based near Derby. This is a fantastic chance to become part of a friendly, professional team within a supportive and growing business.

Working as part of a close-knit support team, you will provide comprehensive administrative assistance to a team of Financial Planners, ensuring clients receive a first-class service. You will be joining an experienced team consisting of 2 Paraplanners and 2 other Administrators, contributing to the efficient running of a busy advice practice.

• Preparing client packs, valuations, and reports ahead of client meetings
• Processing new business applications and tracking progress through to completion
• Liaising with product providers, clients, and colleagues to gather and update information
• Maintaining accurate records on the back-office system
• Supporting the Financial Planners with all aspects of client servicing and administration

• Minimum of 1 year’s experience in an IFA Administration role is essential
• Solid understanding of financial planning processes and products (pensions, investments, protection, etc.)
• Highly organised with strong attention to detail
• Confident communicator with clients, providers, and team members
• Proficient in Microsoft Office and ideally experienced with an IFA back-office system

• Competitive salary, negotiable depending on experience (£25,000 – £33,000)
• Supportive and collaborative working environment
• Opportunity to work with an experienced and friendly team
• Modern office environment, 100% office-based, Monday to Friday
• Opportunities for progression and development

This is an ideal role for an IFA Administrator looking to continue their career within a respected local firm that values quality service and teamwork.