IFA Financial Planning Administrator | Derby | £35,000 + Benefits
We are looking for an experienced Financial Planning Administrator for a long-established, Chartered Independent Financial Adviser (IFA) practice in Derby — £35,000 FTE plus benefits, with genuine progression to a senior or management role as the team grows. Whether you're currently working as an IFA Administrator, Financial Services Administrator or Wealth Management Administrator, if you have experince and looking for a role with progression then apply today.
Our client is listed in the Citywire New Model Adviser Top 100 and holds Chartered Financial Planner status, — reflecting a genuine commitment to high-quality, client-focused financial planning.
This is a hands-on role taking ownership of complex cases from instruction through to completion, working closely with the firm's IFAs, Paraplanner and wider administration team. You'll quickly become a point of reference for complex administration matters, with real scope to influence process and service quality, and a clear path towards a future senior or management position.
Key Responsibilities
- Manage complex financial planning administration from instruction to completion
- Process new business applications across pensions, investments and life assurance
- Liaise confidently with providers, platforms, clients and advisers to resolve queries
- Maintain accurate records and workflows on Intelliflo
- Coordinate annual client reviews from preparation through to completion
- Provide paraplanning and commission reconciliation cover when required
About You
- Experience within an IFA, wealth management or financial planning environment
- Confident handling complex financial planning and new business cases
- Good working knowledge of pensions, investments, life assurance and Intelliflo (or similar)
- Excellent attention to detail, organisation and communication skills
- Proactive, with the judgement and confidence to take ownership of complex work
Salary & Benefits
- £35,000 FTE, pension scheme, Death in Service (3x salary)
- 33 days' holiday FTE (inc. bank holidays)
- Flexible hours between 7.30am–5.00pm (start at 7:30 and finiunsh at 3:30) and hybrid working after probation.
IFA Administrator in Derby employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
