Administrator - Independent Financial Adviser (Ifa)

4 weeks ago

Derby Derbyshire, United Kingdom Heat Recruitment Full time

This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.
We are currently seeking a diligent and enthusiastic Junior Independent Financial Advisor (IFA) Administrator to join our dynamic team in Derby. This role offers an excellent opportunity for someone looking to kick start their career in the financial services industry and gain invaluable experience within a supportive and collaborative environment.
Accurately input and maintain client information, financial data, and transactions in our CRM system or other relevant software platforms.
Ensure all client files and documentation are up-to-date and compliant with regulatory requirements, including gathering necessary paperwork and completing administrative tasks related to client onboarding and ongoing service.
Support IFAs in preparing financial planning reports, presentations, and other materials for client meetings, ensuring accuracy and professionalism.
Liaise with clients, providers, and other relevant parties via telephone, email, and in-person meetings to facilitate smooth communication and efficient resolution of queries.
Undertake various administrative tasks such as filing, scanning, photocopying, and maintaining office supplies to ensure the smooth running of daily operations.
A keen interest in pursuing a career in financial services, with a willingness to learn and grow within the role.
Strong attention to detail and accuracy in data entry and documentation.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems or financial planning software is desirable.
Competitive salary of £20,000 to £24,000 (DOE).
Opportunities for career progression and further training.
Employee benefits package, including pension contributions and holiday entitlement.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

 

  • Administrator - Independent Financial Adviser (Ifa)

    1 week ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. We are currently seeking a diligent...

  • IFA Administrator

    1 week ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job Description: We are...

  • IFA Administrator

    4 weeks ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job Description: We are...

  • IFA Administrator

    3 weeks ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    Job Description This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job...

  • Junior IFA Administrator

    3 weeks ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Ltd Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job Description: We are currently...

  • IFA Administrator

    1 week ago

    Derby, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.Scroll down the page to see all...

  • IFA Administrator

    3 weeks ago

    Derby, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.Job Description:We are currently...

  • IFA Administrator

    4 weeks ago

    Derby, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.Job Description:We are currently...

  • IFA Administrator

    4 weeks ago

    Derby, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.Job Description:We are currently...

  • IFA Administrator

    7 days ago

    Derby, United Kingdom Heat Recruitment Full time

    Job DescriptionThis is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals.Job Description:We are...

  • IFA Administrator

    3 weeks ago

    Derby, United Kingdom Heat Recruitment Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job Description: We are currently...

  • Junior IFA Administrator

    3 weeks ago

    Derby, Derby, United Kingdom Heat Recruitment Ltd Full time

    This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients' unique financial needs and goals. Job Description: We are currently...

  • IFA Administrator

    4 weeks ago

    Derbyshire Dales, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: IFA Administator - Berkswell Pay: £30k - £35k Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form...

  • Financial Advisor

    1 week ago

    Derby, Derbyshire, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

  • Financial Advisor

    1 week ago

    Derby, Derbyshire, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

  • Pension Paraplanner

    1 week ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals...

  • Pension Paraplanner

    4 weeks ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Full time

    This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals...

  • Home based Trainee Paraplanner

    3 weeks ago

    Derby, Derbyshire, United Kingdom Heat Recruitment Ltd Full time

    This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals...

  • Employed Financial Advisor

    1 week ago

    Ilkeston, Derbyshire, United Kingdom Quilter Financial Planning Full time

    If you are a Financial Advisor seeking a more supported role, then this could be the opportunity for you! This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background, if your frustrated with finding new clients and having to manage all admin tasks that come with being a...

  • Employed Financial Advisor

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Quilter Financial Planning Full time

    If you are a Financial Advisor seeking a more supported role, then this could be the opportunity for you! This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background, if your frustrated with finding new clients and having to manage all admin tasks that come with being a...