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Permanent

IFA Administrator

Chesterfield
money-bag 26000.00-26000.00 Annual
Posted Yesterday

Are you an experienced Financial Services Administrator looking to join a well-established firm that genuinely values its people and clients? Client DetailsWe 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.DescriptionIFA Administrator - Key Responsibilities:Provide full administrative support to Financial Advisers and ParaplannersProcess new business applications and ensure all documentation is compliant and accurateMaintain client records and update the CRM systemLiaise with clients and providers in a professional and efficient mannerPrepare client review packs and assist with diary managementSupport the team with general office administration and project-based workProfileIFA Administrator - What We''re Looking For:Previous experience in a similar IFA/Financial Planning support roleStrong knowledge of financial products such as pensions, investments, and protectionHigh attention to detail and strong organisational skillsConfident communicator with a proactive and professional approachGood IT skills and experience using back-office systems (e.g., Intelligent Office or similar)Job OfferIFA Administrator - What''s on Offer:Salary of 26,000 - 28,000 (depending on experience)Clear career development and training ..... full job details .....

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