IFA Administrator

IFA Administrator – DerbySalary: £25,000 – £33,000 (depending on experience) + company benefitsHours: Full-time, office-based, Monday to FridayAn 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.The RoleWorking 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.Key ResponsibilitiesPreparing client packs, valuations, and reports ahead of client meetingsProcessing new business applications and tracking progress through to completionLiaising with product providers, clients, and colleagues to gather and update informationMaintaining accurate records on the back-office systemSupporting the Financial Planners with all aspects of client servicing and administrationAbout YouMinimum of 1 ...