Job Title: IFA Administrator

Location: Nottingham

Benefits:

Monday to Friday ~ Full Time Role.
Flexible working
Mix of office and remote working
Competitive salary is on offer dependent on experience, skills and qualifications.
Excellent staff benefits.
Excellent matching Pension Scheme
3 x Death In Service
26days increasing after years of service
Free Parking
Progression opportunities

Salary: £25,000 to £30,000 Depending on Qualifications and Experience

About the Company:

Our client is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning, often serving clients with complex circumstances or those approaching retirement. The firm has been recognised by Professional Adviser as the Best Financial Advisers to Work For for three consecutive years and has secured a place in the Top 100 Financial Planning firms in the UK for the past five years. The company is currently seeking an Administrator to join its growing team.

What Your Day to Day Duties Will Include as a IFA Administrator:

Data Gathering:Processing authority letters and gathering financial data for new clients and annual reviews.
Documentation:Preparing application forms and client documentation.
Transaction Processing:Processing financial transactions on platforms.
Client Reviews:Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
Communication:Handling post, emails, and any correspondence relating to clients or their financial situation.
Support:Providing administrative support to the financial planners and paraplanners as required.
Client Assistance:Supporting clients with administrative queries and communication as needed.

What is Needed to Be Considered for thisIFA Administrator Role:

Administration experience in a financial planning company for at least two years.
Experience in processing authority letters and gathering data about a clients investments, pensions and life assurance policies.
Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
Experience in gathering information for review including valuations, charges and performance and any other specific information required.
Financial administration qualifications would be advantageous.
Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
A good communicator, a team player and able to prioritise your workload.

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.