IFA Administrator
other jobs NJR Recruitment
Added before 1 Days
- England,East Midlands,Nottinghamshire
- Full Time, Permanent
- £28,000 - £30,000 per annum
Job Description:
IFA Administrator
Nottingham (Hybrid Working)
Salary up TO £30,000
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded financial advice team within a leading professional services environment.
This role is ideal for a motivated individual with a passion for wealth management, looking to further develop their skills within a supportive and collaborative team.
Our client are a vibrant and growing firm of Independent Financial Planners who are continuing to grow and now have an excellent opportunity for a credible and experienced IFA Administrator.
What’s on Offer
*25 days’ annual leave plus bank holidays, with option to purchase additional days
*Hybrid working
*Pension scheme
*Healthcare cash plan
*Travel benefits
*Wellbeing programme
*Discounts on selected services
*Ongoing training and professional development support
The Role
You will provide comprehensive administrative support to Financial Advisers, ensuring the smooth running of client servicing and back-office processes. This is a varied and fast-paced position where attention to detail and strong organisational skills are key.
Key Responsibilities
*Maintain and update client data using back-office systems (Intelliflo Office)
*Manage adviser diaries and support with day-to-day client administration
*Handle group pension data and related administration
*Process mail merges for bulk client communications and reporting
*Administer changes to client portfolios across platforms and WRAP products
*Deliver a high level of service to both clients and internal stakeholders
About You
*Previous experience within an IFA or wealth management environment
*Strong working knowledge of back-office systems (Intelliflo experience desirable)
*Excellent attention to detail and organisational skills
*Strong communication and interpersonal abilities
*Able to manage workload effectively in a busy environment
*Proactive, reliable, and enthusiastic approach
Why Apply?
This is a fantastic opportunity to join a respected and growing team where you will be supported in your development and given the tools to build a successful long-term career in financial services.
Apply today via NJR Recruitment or call quoting the reference NJR16612
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Nottingham (Hybrid Working)
Salary up TO £30,000
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded financial advice team within a leading professional services environment.
This role is ideal for a motivated individual with a passion for wealth management, looking to further develop their skills within a supportive and collaborative team.
Our client are a vibrant and growing firm of Independent Financial Planners who are continuing to grow and now have an excellent opportunity for a credible and experienced IFA Administrator.
What’s on Offer
*25 days’ annual leave plus bank holidays, with option to purchase additional days
*Hybrid working
*Pension scheme
*Healthcare cash plan
*Travel benefits
*Wellbeing programme
*Discounts on selected services
*Ongoing training and professional development support
The Role
You will provide comprehensive administrative support to Financial Advisers, ensuring the smooth running of client servicing and back-office processes. This is a varied and fast-paced position where attention to detail and strong organisational skills are key.
Key Responsibilities
*Maintain and update client data using back-office systems (Intelliflo Office)
*Manage adviser diaries and support with day-to-day client administration
*Handle group pension data and related administration
*Process mail merges for bulk client communications and reporting
*Administer changes to client portfolios across platforms and WRAP products
*Deliver a high level of service to both clients and internal stakeholders
About You
*Previous experience within an IFA or wealth management environment
*Strong working knowledge of back-office systems (Intelliflo experience desirable)
*Excellent attention to detail and organisational skills
*Strong communication and interpersonal abilities
*Able to manage workload effectively in a busy environment
*Proactive, reliable, and enthusiastic approach
Why Apply?
This is a fantastic opportunity to join a respected and growing team where you will be supported in your development and given the tools to build a successful long-term career in financial services.
Apply today via NJR Recruitment or call quoting the reference NJR16612
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Job number 3655038
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Company Details:
NJR Recruitment
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