IFA Administrator

Job Title: IFA Administrator
Location: Nottingham, UK
Salary: £25,000 - £30,000 (DOE)

Benefits:

• Flexible working hours (35 hours per week)
• Option to work from home on specific days
• Discretionary annual bonus
• 25 days holiday plus Bank Holidays
• Workplace pension scheme
• Death in Service (2x salary)
• Long-Term Sickness Policy
• Employee Assistance Programme (EAP)
• Examinations and study material paid for by the company

We are working with a reputable wealth management firm located in central Nottingham. They offer bespoke financial solutions to clients, providing expert advice and exceptional service. Recently relocated to new offices near the cricket ground, we offer a modern, vibrant working environment with convenient access to local amenities.

Role Overview: We are seeking an experienced and self-motivated IFA Administrator to join our dynamic team. The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our wealth management processes. While primarily responsible for administrative tasks, this role may involve working closely with one or more advisers to balance workloads effectively.

Key Responsibilities:

• Processing investments, including setting up ISAs, unit trust/OEIC applications, and obtaining illustrations
• Providing administrative support to financial advisers, including preparing client documentation and managing client queries
• Maintaining accurate client records and files in compliance with regulatory requirements
• Liaising with external stakeholders, such as product providers and clients, to facilitate efficient service delivery

Requirements:

• Ideally 2-3 years' experience in a similar role within an IFA firm or financial services environment
• Strong knowledge of wealth management and investment processing procedures
• Excellent organisational skills and attention to detail
• Effective communication skills, both verbal and written

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management