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