IFA Administrator

Capio Recruitment Financial Planning

Posted 9 hours ago, valid for 17 days

Nottingham, Nottinghamshire NG42QU, England

Full Time

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Sonic Summary

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

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