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IFA Administrator
Job Posted: 14 days ago
Salary: £ 32,000/Annum
Job Type: Permanent
Location: DE22, Allestree, Derby
Expire in: 14 days
Job Description
IFA Administrator – Hybrid in Derby
💰 Salary: £28,000 - £32,000 (DOE)
📍 Location: Hybrid (Minimum 2 days in office)
🕘 Hours: Flexible (9-5)
🚗 Perks: Free Parking, Pension, Exam Support
Ellis James Partners are exclusively representing an independent financial planning firm in Derby, looking for an experienced IFA Administrator to join their team.
This is a great opportunity to be part of a tight-knit, client-focused firm that values your growth and expertise.
Whether you want to deepen your technical knowledge or progress in a different direction, they offer full training and development to support your career goals!
What’s in it for you?
✅ Competitive salary (£28-32K DOE)
✅ Hybrid working (minimum 2 days in office)
✅ Free on-site parking
✅ Flexible working hours (9-5)
✅ Support with exams & professional development
Your Role:
As an IFA Administrator, you’ll be the backbone of the firm, providing crucial support to the Director & Chartered Financial Planner. Your work will ensure smooth operations and exceptional client service.
Key responsibilities include:
🔹 Preparing annual client review packs for seamless client meetings
🔹 Processing new business applications accurately and efficiently
🔹 Maintaining client records, ensuring all data is up to date
🔹 Liaising with clients & providers, supporting the firm’s financial planning activities
Your keen eye for detail and strong organisational skills will play a vital role in maintaining the firm’s high service standards.
What you need:
✔ Experience in a similar role within financial services
✔ Strong Microsoft Office skills (Word, Excel, Outlook)
✔ Knowledge of IO - Intelligent Office, Fidelity Adviser, Dynamic Planner (desirable)
✔ Excellent communication skills, comfortable liaising with high-net-worth individuals
✔ Highly organised with great attention to detail
🚀 Ready to take the next step? Apply now or get in touch for a confidential chatBefore You Apply
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Looking for your next career move? Join a top company hiring IFA Administrator job near me in DE22, Allestree, Derby! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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