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Financial Services Specialist Recruiters
Job Title:IFA Administrator
Location:Nottingham, West Bridgford
Benefits:Competitive salary,28 days holiday plus bank holidays. Group pension and protection scheme.
Salary:£28,000 to £32,000 depending on qualifications and experience.
Summary of the IFAAdministratorRole:
Our client is a well-established financial services firm dedicated to providing tailored financial planning solutions to individuals and businesses. With a strong focus on client care and professional service, theytake pride in theircollaborative approach and commitment to building lasting relationships. Theirsmall, friendly office environment offers a supportive and rewarding workplace.
What Your Day-to-Day Duties Will Include:
Manage and oversee administration workflows to ensure efficient processes.
Maintain accurate client records using Intelligent Office (essential).
Provide excellent customer service by confidently liaising with a wide variety of clients and providers.
Work closely with the team to develop tailored client proposals.
Conduct general administrative tasks and compliance checks for both new and existing business.
Administer database maintenance and consolidation.
Ensure deadlines are met and tasks are completed on time.
Process rebalancing, fund switches, contributions, withdrawals, and Letters of Authority (LOAs).
Create model portfolios on various platforms.
Key Qualities and Skills Required for this IFAAdministrator Role:
Minimum of 2years IFA administration experience.
Strong organisational and time management skills.
Proven customer service experience with the ability to communicate confidently.
Experience with Intelligent Office isessential.
Familiarity with key platforms such as abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
Experience or awareness of VCTs, Group Pensions, GIP, and DIS.
If you are a proactive and organised administrator with excellent communication skills and experience in IFA administration, we would love to hear from you. Apply today to join our supportive and friendly team!
Apply today to be considered for this IFA Administratoropportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before 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
