IFA Administrator – Nottingham
Salary: £25,000 – £33,000 (depending on experience) + company benefits
Hours: Full-time, office-based, Monday to Friday
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded firm of Independent Financial Advisers based in Nottingham. This is a fantastic chance to become part of a friendly, professional team within a supportive and growing business.
The Role
Working as part of a close-knit support team, you will provide comprehensive administrative assistance to a team of Financial Planners, ensuring clients receive a first-class service. You will be joining an experienced team consisting of 2 Paraplanners and 2 other Administrators, contributing to the efficient running of a busy advice practice.
Key Responsibilities
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Preparing client packs, valuations, and reports ahead of client meetings
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Processing new business applications and tracking progress through to completion
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Liaising with product providers, clients, and colleagues to gather and update information
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Maintaining accurate records on the back-office system
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Supporting the Financial Planners with all aspects of client servicing and administration
About You
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Minimum of 1 year’s experience in an IFA Administration role is essential
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Solid understanding of financial planning processes and products (pensions, investments, protection, etc.)
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Highly organised with strong attention to detail
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Confident communicator with clients, providers, and team members
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Proficient in Microsoft Office and ideally experienced with an IFA back-office system
What’s on Offer
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Competitive salary, negotiable depending on experience (£25,000 – £33,000)
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Supportive and collaborative working environment
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Opportunity to work with an experienced and friendly team
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Modern office environment, 100% office-based, Monday to Friday
- Opportunities for progression and development
This is an ideal role for an IFA Administrator looking to continue their career within a respected local firm that values quality service and teamwork.
Sector:
- Financial Services
- Financial Planning
