IFA Administrator
Listed on 2026-09-27
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Finance & Banking
Wealth Management, Financial Reporting, Financial Advisor / Consultant, Financial Analyst
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.
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
- Experience with in 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
- £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.
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