IFA Administrator (Hybrid) — Financial Planning Support

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

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.