IFA Administrator (Hybrid) β€” Financial Planning Support

IFA Administrator (Hybrid) β€” Financial Planning Support

Full-Time No working from home possible
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CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD is seeking an IFA Administrator to support advisers with accurate client records, documentation and communications. The role focuses on new business applications, file maintenance and CRM updates, with regulatory checks and reporting integral to daily tasks.

The position is office-based with a view to hybrid working (1 day per week) in Derby, with some home-working options. A small team environment values accuracy and customer-focused service.

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Contact Details:

CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD Recruitment Team