Leamington Spa
Job Title: IFA Administrator
Location: Central Nottingham, UK
Working Patterns: Hybrid Working Model after initial training
Salary: Depending on experience
Benefits
- Death in Service life cover
- Salary Flexible benefits
- Group Income Protection
- PMI
- Online discount platform
- + much more!
A leading financial services company is seeking a dedicated and proactive IFA Administrator to join their support team in Nottingham. This is a fantastic opportunity to work in a fast-paced environment, supporting a team of fully qualified financial advisers.
Key Responsibilities:
- Collaborate with the Adviser team to ensure a seamless client journey.
- Schedule reviews and handle enquiries to maximise departmental income.
- Ensure efficient and compliant processing of work in coordination with advisers and back-office teams.
Key Knowledge, Skills & Experience:
- Customer-Facing Experience: Essential for success in this role.
- Financial Services Background: Desirable, demonstrating a developed commercial mindset.
- Professional Qualification: Ideally possess relevant qualifications (e.g., R01) or a willingness to work towards them.
Join a dynamic team, contribute to your career development, and support your professional qualifications aspirations. Apply now to be part of a leading financial services organisation!
What’s next?
Apply today to be considered for this 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.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services