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Nottingham, Nottinghamshire
Senior IFA Administrator

Senior IFA Administrator

Capio Recruitment Financial Planning

Posted 18 days ago, valid for 22 days

Nottingham, Nottinghamshire NG42QU, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job title is Senior IFA Administrator located in Nottingham, offering a salary between £29,000 and £32,000.
The firm is a Chartered and award-winning IFA firm known for providing high-quality financial advice in the East Midlands.
Candidates should have at least 3 years of experience in a Financial Services Administration role and possess strong attention to detail.
Responsibilities include managing client relationships, supporting paraplanners and financial advisors, and processing transactions.
The position also offers hybrid working options, exam support, and additional benefits like a discretionary bonus and employee assistance programs.

Job Title: Senior IFA Administrator

Location: Nottingham

Salary: £29,000 - £32,000

About The Firm...

We are working with a Chartered, Award Winning and established IFA firm whom provide high quality and reliable Financial Advice across the East Midlands. They consist of a team with strong work ethic, detemination and professionalism.

You will responsible for managing client relationships via telephone, email and face to face whilst updating CRM systems with accurate client information. You will also support paraplanners and financial advisors in carrying out research, writing basic suitability reports and preparing valuations. In addition to this you will submit new business and process pension and investment transactions.

About You...

- Have at least 3 years experience within a Financial Services Administration role

- High level of accuracy and attention to detail

- Report writing experience

- Ability to multitask

- Knowledge of XPLAN software is desired

What is in it for you?

- A competitive salary and discretionary bonus

- Hybrid and flexible working

- Exam support

- Death in Service, Employee Assistance Programme

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