Base pay range
IFA Technical Administrator (Full-Time, Office-Based)
Derby - £27,000 per annum
Are you an experienced administrator with a background in Financial Services? Our client, a respected Independent Financial Adviser (IFA) firm based in Derby, is seeking a proactive and professional IFA Technical Administrator to join their team on a full-time, office-based basis.
This is a fantastic opportunity for someone who enjoys a varied workload, takes pride in delivering high-quality support, and is comfortable managing both technical administration and front-of-house reception duties.
Responsibilities
* Handling Letters of Authority and associated processes
* Preparing client appointment packs and general administrative support
* Carrying out valuations and liaising with providers
* Assisting with adviser diary management and appointment scheduling
* Welcoming visitors and answering incoming calls in a professional manner
* Writing letters, photocopying, and maintaining accurate records
* Supporting with portfolio comparisons and fund switches
* Preparing documentation for client meetings and suitability letters
* Processing new business applications and tracking to completion
* Managing death claims with sensitivity and attention to detail
* Keeping up to date with relevant product, legislative and regulatory changes
What we're looking for
* At least 2 years of experience in Financial Services
* Strong administrative background and excellent attention to detail
* Professional and friendly demeanour, comfortable with receptionist duties
* Confident communicator, both written and verbal
* Highly organised, with the ability to manage multiple tasks
* Proficient in Microsoft Word, Excel and Outlook; knowledge of platforms like Xplan or Curo is a plus
* A team player who takes pride in delivering a first-class service to clients and colleagues
What's On Offer
* Salary: £27,000 per annum
* Location: Derby (office-based, Monday to Friday, 9 am - 5 pm)
This is a fantastic opportunity to join a supportive and well-established team where you can grow your skills in a professional and friendly environment. To apply please send your CV to alice.w@gts-search.com
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