Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Ifa administrator

Ashbourne
Permanent
Ifa administrator
£35,000 a year
Posted: 10h ago
Offer description

IFA Administrator- Ashbourne- Hybrid (after probation period) My client who operates within a stunning office environment, also offering a hybrid working arrangement is is seeking a skilled IFA Administrator with at least 23 years experience in financial services to join their dynamic and professional team. The successful candidate will play a pivotal role in supporting Independent Financial Advisers (IFAs) and ensuring the smooth running of the firm's financial services operations. Key Responsibilities Provide administrative support to IFAs across all aspects of client servicing Process new business applications including pensions, investments, and protection products Maintain accurate and up-to-date client records in line with regulatory requirements Liaise with clients, providers, and internal teams to ensure timely completion of tasks Prepare client documentation including suitability reports, valuations, and meeting packs Support advisers with diary management, meeting preparation, and follow-ups Contribute to ongoing process improvements and uphold compliance standards Candidate Profile A minimum of 23 years experience in an IFA or financial services administrative role Strong knowledge of financial products, provider procedures, and industry regulations Excellent attention to detail and organisational skills Effective communicator with strong interpersonal abilities Capable of working independently while contributing to a wider team Experience using platforms such as Intelliflo, XPlan, or similar systems is advantageous Benefits and Culture A positive and inclusive work environment that values teamwork and initiative Career development opportunities within a respected and growing firm A chance to contribute to a client-centric business with a strong ethical foundation ADZN1_UKTJ

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Ifa administrator
Newcastle
Permanent
Mitchell Hall Consulting
Ifa administrator
Similar job
Ifa administrator - temporary
Newcastle
Permanent
Temporary
Ifa administrator
£15.38 - £20.51 an hour
See more jobs
Similar jobs
Administration jobs in Ashbourne
jobs Ashbourne
jobs Derbyshire
jobs England
Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Ashbourne > IFA Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save