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Nottingham, Nottinghamshire
Senior IFA Administrator

Senior IFA Administrator

Capio Recruitment Financial Planning

Posted 5 days ago, valid for 6 days

Nottingham, Nottinghamshire NG42QU, England

Full Time

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Sonic Summary

The job title is Senior IFA Administrator located in Nottingham.
The salary range for this position is £29,000 - £34,000.
Candidates must have at least 3 years of experience in a Financial Services Administration role.
Responsibilities include managing client relationships, supporting paraplanners, and processing transactions.
The firm offers hybrid working, exam support, and a discretionary bonus.

Job Title: Senior IFA Administrator

Location: Nottingham

Salary: £29,000 - £34,000

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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