IFA Administrator

Carlton Mays

Posted 2 days ago, valid for 7 days

Nottingham, Nottinghamshire NG42QU, England

£35,000 per annum

Full Time

Life Insurance

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Sonic Summary

We are looking for an experienced IFA / Wealth Management Administrator to join a friendly office in Nottingham.
Candidates must have a background in Financial Services and previous experience in a similar role.
The position involves supporting Financial Advisers and maintaining client databases, among other administrative duties.
The salary for this full-time, permanent position is up to £35,000 per year, depending on experience.
The role offers a 9-5 working schedule with 25 days of holiday plus Bank Holidays, along with additional benefits.

IFA Administrator / Senior Administrator

We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office in Nottingham.

A background in Financial Services is essential.

You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients

Duties include:

Act as point of contact for all clients and providers

Maintaining client database, updating accurately

Assist with processing of new business and review packs

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is required.

In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects

Job Type: Full-time, Permanent

Pay: Up to £35,000.00 per year DOE

Additional pay:

Bonus scheme

Benefits:

Company events
Company pension
Life insurance
Private medical insurance

Schedule:

Day shift
Monday to Friday
No weekends

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