IFA Administrator – Hybrid in Derby
💰 Salary: £28,000 - £32,000 (DOE)
📍 Location: Hybrid (Minimum 2 days in office)
🕘 Hours: Flexible (9-5)
🚗 Perks: Free Parking, Pension, Exam Support
Ellis James Partners are exclusively representing an independent financial planning firm in Derby, looking for an experienced IFA Administrator to join their team.
This is a great opportunity to be part of a tight-knit, client-focused firm that values your growth and expertise.
Whether you want to deepen your technical knowledge or progress in a different direction, they offer full training and development to support your career goals!
What’s in it for you?
✅ Competitive salary (£28-32K DOE)
✅ Hybrid working (minimum 2 days in office)
✅ Free on-site parking
✅ Flexible working hours (9-5)
✅ Support with exams & professional development
Your Role:
As an IFA Administrator, you’ll be the backbone of the firm, providing crucial support to the Director & Chartered Financial Planner. Your work will ensure smooth operations and exceptional client service.
Key responsibilities include:
🔹 Preparing annual client review packs for seamless client meetings
🔹 Processing new business applications accurately and efficiently
🔹 Maintaining client records, ensuring all data is up to date
🔹 Liaising with clients & providers, supporting the firm...