IFA Administrator in Derby - Recruit UK

Job Title: IFA Administrator

Industry: Financial Services

Location: Derby

Salary: Up to £29,000

Reference Number: 10528

Job Description:

Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Derby.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Responsibilities:

• Handle new business applications and liaise with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

What’s in it for you:

• Salary up to £29,000, depending on experience
• 25 days' annual leave plus bank holidays
• Closure during Christmas
• Hybrid working
• Free parking
• Pension contributions
• Funding towards professional qualifications
• Ongoing training, development and career progression opportunities
• A supportive and collaborative team environment

Skills and experience required:

• A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
• Experience with Intelligent Office or Xplan is essential

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.