IFA Administrator

CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD; East Midlands; Hybrid; GBP 21,000 - 28,000; Full time

Job summary

CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD is seeking an IFA Administrator to support advisers with accurate client records, documentation and communications. The role focuses on new business applications, file maintenance and CRM updates, with regulatory checks and reporting integral to daily tasks.

The position is office-based with a view to hybrid working (1 day per week) in Derby, with some home-working options. A small team environment values accuracy and customer-focused service.

Qualifications

• Strong administrative and organizational skills including document management, data entry and diary management.
• Proficiency with Microsoft Office and CRM systems such as Word, Excel, Outlook and planning platforms.
• Excellent written and verbal communication, with experience handling client queries by phone and email.
• Attention to detail and accuracy in handling client data, financial documents and regulatory paperwork.
• Understanding of or interest in financial services, investments, pensions and protection products; prior IFA or financial planning experience is a plus.
• Ability to work both independently and in a small team, managing multiple tasks and deadlines.
• GCSEs/A-Levels or equivalent; willingness to pursue industry qualifications (e.g., CII) is beneficial.

Responsibilities

• Prepare and process new business applications.
• Maintain client files and update CRM records.
• Produce reports, policy valuations and reviews.
• Assist with compliance checks and regulatory documentation.

Skills

Administrative skills

Communication skills

Attention to detail

Independent work

Team collaboration

Education

GCSEs / A-Levels

Industry qualifications (CII)

Tools

Microsoft Office

CRM systems

Intelligent Office back office system

Job description

Company Description

CLEAR FINANCIAL SOLUTIONS (MIDLANDS) LTD is a family-run financial planning firm based in Belper, Derbyshire, serving clients with tailored advice and long-term support. The team is small and closely knit, placing strong emphasis on delivering a personal and ethical service. Client needs are kept at the centre of all recommendations, helping individuals navigate major financial decisions with clarity and confidence. The firm focuses on building trust and lasting relationships by offering guidance that is transparent, reliable, and aligned with each client’s goals.

Role Description

The IFA Administrator will provide administrative support to financial advisers, ensuring client records, documentation, and communications are accurate and up to date. Day-to-day tasks include preparing and processing new business applications, maintaining client files, updating CRM systems, and managing correspondence with clients and providers. The role also involves producing reports, handling policy valuations and reviews, and assisting with compliance checks and regulatory documentation. This is a office based with a view to hybrid working 1 day per week, primarily based in Derby with the flexibility to work from home for part of the working week. The successful candidate will work closely with advisers and other team members to deliver a smooth, professional service to clients and to support the overall efficiency of the practice.

Qualifications

• Strong administrative and organizational skills, including document management, data entry, and diary management.
• Proficiency with office software and CRM systems, such as Microsoft Office (Word, Excel, Outlook) and financial planning platforms.
• Desirable skills in using intelligent office back office system
• Excellent written and verbal communication skills, experience in handling client queries over the phone and the ability to communicate clearly and professionally with clients and providers.
• Attention to detail and accuracy in handling client data, financial documents, and regulatory paperwork.
• Understanding of or interest in financial services, investments, pensions, and protection products; prior IFA or financial planning experience is an advantage.
• Ability to work both independently and collaboratively within a small team, managing multiple tasks and deadlines.
• Relevant qualifications such as GCSEs/A-Levels or equivalent; progress toward or willingness to pursue industry qualifications (e.g., CII, financial services admin) is beneficial.