Senior IFA Administrator Training & Impact
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-27
Listing for:
Reed
Apprenticeship/Internship
position Listed on 2026-07-27
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
Reed is seeking an IFA Administrator to provide essential administrative support to financial advisers. You will prepare client documentation, process applications for investments and pensions, and maintain accurate client records using CRM systems.
The role involves liaising with providers, ensuring FCA compliance, and handling AML/KYC checks. It requires strong attention to detail, excellent communication, and the ability to manage multiple tasks in a fast-paced financial environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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