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Client Support Administrator – Independent Financial Adviser (IFA) Practice

Are you humble, driven, and eager to advance in financial services while making a meaningful difference in a growing practice?

If you're looking for a role that offers variety, responsibility, and the potential to grow into an adviser position, this could be the perfect opportunity.

Overview

We’ve partnered with a rapidly expanding IFA practice based in Derby, seeking a Client Support Administrator. This role is ideal for someone with an administrative background, who is eager to develop in the Wealth Management Sector.

What’s in it for you?

* Variety: Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.

* Flexibility: Enjoy flexible working arrangements that prioritise work-life balance.

* Career Progression: This isn’t just another job - you’ll have the chance to grow into an adviser role if you choose, working alongside a senior adviser who plans to significantly expand the practice.

* Competitive Salary: Offering between £25,000 and £28,000, with plenty of room for career advancement.

What we’re looking for:

* Experience: Administrative experience, ideally in financial services and a strong desire to develop your skills.

* Comfortable with both client interaction and back-office duties, maintaining excellent client relationships.

* Soft skills: Strong interpersonal, communication, and problem-solving abilities, with a focus on building trust and long-term client relationships.

* Flexibility to work with a single adviser as the practice grows, maintaining a personal touch with clients.

* Ideally based within 45 minutes to an hour from Derby.

Ready to take your next step?

Join a growing practice where you’ll gain hands-on experience, variety in your daily tasks, and a clear path to becoming an adviser.

Apply now and be part of an exciting journey in a thriving IFA practice