IFA Administrator

O'loughlin Recruitment Ltd

Posted 11 days ago, valid for 7 days

Nottingham, Nottinghamshire NG42QU, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

My client is a Nottingham-based Independent Financial Adviser firm seeking an IFA Administrator to support their team.
Candidates must have experience as an Administrator within a Financial Advisor firm and be strong team players with good interpersonal skills.
The role requires excellent IT skills, particularly in Microsoft Office, and familiarity with relevant IFA back-office systems is desirable.
The successful candidate will ideally have some financial planning qualifications, though this is not essential, and must be comfortable working under pressure.
The salary for this position is competitive, and applicants should have at least one year of relevant experience.

My client is a well-known Nottingham based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Nottingham office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered.

You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.

The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms

Responsibilities include

Day to Day client and provider enquiries
Arranging meetings for the financial adviser
Preparing literature for client meetings, including reports and valuations
Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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