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IFA Administrator

Capio Recruitment Financial Planning
Posted 8 hours ago, valid for 17 days
Location

Nottingham, Nottinghamshire NG42QU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Administrator position is located in Nottingham with a salary range of £25,000 to £30,000.
  • This full-time role offers a hybrid working model, allowing employees to work from home on Mondays and Fridays.
  • Candidates should have previous experience in a Financial Services firm and strong client interaction skills.
  • The firm emphasizes career growth, providing structured training and exam support for employees.
  • Ideal applicants will demonstrate ambition and excellent organizational and communication skills.

IFA Administrator

Location: Nottingham

Salary: £25,000 - £30,000

Type: Hybird & Full-time

Are you a detail-oriented and ambitious IFA Administrator looking for a firm that truly values and supports your career growth?

This firm is known for delivering exceptional financial advice to high-net-worth clients while fostering a supportive and engaging work environment for its employees.

The Role:

As an IFA Administrator, you will play a vital role in supporting Financial Advisers and Paraplanners, handling key administrative tasks such as:

  • Processing new business applications
  • Preparing valuations and updating platforms
  • Maintaining client records and communication
  • Acting as a key point of contact for clients via phone, email, and in person

Beyond your daily responsibilities, you will benefit from structured training and exam support to further your career development. The firm is committed to internal progression and invests heavily in nurturing talent, offering a dynamic and sociable workplace with regular team events.

What’s on Offer?

  • Competitive salary
  • Flexible/Hybird working - work from home on Mondays and Fridays!
  • A collaborative and friendly office culture
  • Comprehensive benefits package
  • Career growth opportunities within a forward-thinking firm

What We’re Looking For:

  • Previous experience in a Financial Services firm
  • Familiarity with back-office systems like Intelligent Office (preferred)
  • Strong client interaction skills across phone, email, and face-to-face communication
  • Ambition and enthusiasm for a career in financial planning
  • Excellent organisational and communication skills

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.