IFA Administrator
Michael Page Chesterfield
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
Michael PageGrantham, 38 mi from Chesterfield
product, legislative, and industry changes.
The Successful Applicant
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