IFA Administrator

Chesterfield Permanent £26,000 - £28,000 per year View Job Description
Are you an experienced Financial Services Administrator looking to join a well-established firm that genuinely values its people and clients?
  • A market leading company offering responsibility and progression
  • Join a talented team to learn and grow within your career!

About Our Client

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.

Job 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

The Successful Applicant

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)

What's on 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
Contact
Joshua Mekkaoui
Quote job ref
JN-052025-6737919
Phone number
+441132423530

Job summary

Job function
Business Support
Subsector
Administrator
Sector
Business Services
Location
Chesterfield
Contract type
Permanent
Consultant name
Joshua Mekkaoui
Consultant phone
+441132423530
Job reference
JN-052025-6737919