IFA Administrator

Ortus PSR; East Midlands; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Pension scheme

Death in service (3x salary)

Holidays 33 days

Hybrid working

Job summary

Ortus PSR in Derby is seeking an experienced Financial Planning Administrator to join a Chartered Independent Financial Adviser practice. The role offers £35,000 FTE plus benefits, with a clear path toward a senior or management position as the team grows.

You'll own complex cases end-to-end, working closely with IFAs, paraplanner and the admin team. Expect scope to influence processes and service quality while developing toward progression.

Qualifications

• Experience within an IFA, wealth management or financial planning environment.
• Confident handling complex financial planning and new business cases.
• Excellent attention to detail and strong organisational skills.
• Proactive with the judgement to take ownership of complex work.

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.

Skills

IFA experience

Wealth management

Attention to detail

Organisation

Communication skills

Proactivity

Tools

Intelliflo

Job description

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 then

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

About You

• Experience within 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

Salary & Benefits

• £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.