Job Description Job Title: IFA Administrator Financial Services 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. Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Salary up to £29,000, depending on experience ~25 days' annual leave plus bank holidays ~ Closure during Christmas ~ Hybrid working ~ Free parking ~ Pension contributions ~ Ongoing training, development and career progression opportunities ~ 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! 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. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Administrator - Independent Financial Adviser (Ifa) in Etwall employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
