Back to search
Job Title: IFA Administrator
Industry: Financial Services
Locaton: Derby
Salary: £24,000 - £32,000
Reference Number: 9690
Job Description:
Recruit UK are currently working with a thriving wealth management firm in Derby, who are looking to bring on an new IFA Administrator. They focus on longevity with their clients and are a very client centric company, with their clients being at the forefront of what they do.
Do you thrive in a collaborative environment and have a passion for Wealth Management?
This is your chance to join one of the UK’s most successful and progressive financial planning firms.
Your responsibilities will include but not be limited to:
- Managing and administering complex client assets and new financial advice
- Owning client data - ensuring it's accurate, up-to-date, and well maintained
- Supporting client meetings - prep, coordination, and follow-up
- Handling onboarding for new clients and servicing existing relationships
- Communicating regularly with clients across various channels
- Identifying process improvements and helping implement change
- Mentoring and sharing knowledge with junior team members
What’s in it for you:
- Salary up to £32,000 (negotiable dependent on experience)
- Flexible working (home, office, or client-based)
- Generous holiday package
- Enhanced parental leave
- Relaxed dress code
- Well-being scheme, volunteering opportunities and community events
- Progression opportunities
Skills and experience required:
- IFA Administration experience
- Attention to detail and excellent communication skills
- Proactive mindset
About Recruit UK:
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. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Derby on an IFA Administrator role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
