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Senior IFA Administrator, Nottingham (JR-1456)

£22000 - £26000 plus benefits

We have an excellent opportunity to join a well-respected Financial Planners in Nottingham. Working closely with one of the firms Directors, this will be a busy and fast paced role!

Encouragement to further develop your career within the industry and it is a supportive environment for continual learning. You will need 5 years + experience within the Financial Services industry and be super organised, have great interpersonal skills and have a real positive mindset.

 Acting as the liaison between work colleagues, advisers, clients, and providers, alongside compiling basic suitability reports and be able to work within compliance and FCA guidelines. Experience using X-plan and Morningstar would be advantageous, although full training will be provided


  • up to £26,000 dependent upon industry experience and knowledge
  • Annual discretionary bonus scheme 
  • Holidays - 25 plus Bank Holidays. Increasing to 30 days in recognition of up to 10 years' continual service
  • Discretionary Long-Term Sickness Policy - tapered and payable up to 3 months
  • Death in Service - 2 X Salary
  • Pension - via auto-enrolment with The People's Pension scheme. Contributions are 3% employer & 5% employee
  • Working hours - 35 hours per week. Flexibility to work 8-4 or 9-5 on a rota. Finish at 4pm on Friday


  • To be proactive within this varied role, and able to multi-task whilst providing research, client valuations and processing new business
  • A high level of organisation skills required around general financial services administration
  • To compile advanced suitability reports from structured templates
  • Preparing research, agendas and paperwork for client review meetings
  • Being responsible for following process and procedures for both yourself and the Director
  • To act as a liaison, point for clients and providers
  • To maintain and update client information, preferably within Xplan and AWS Morningstar
  • To assist the Managing Director and Practice Manager with operational projects where requested
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role

Skills required

  • Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative
  • Have good analytical skills and high attention to detail
  • Excellent standard of written & verbal communication
  • Ability to empathise and build strong business relationships with our clients, other team members and strategic partners
  • Capability to work on your own initiative and able to prioritise workloads
  • Proactive, with an ability to multi-task and possess the ability to search out solutions
  • Ability to interpret data and produce recommendations with supporting evidence
  • IT Literate and be competent in the use of MS Office and Excel


  • Good working knowledge of Microsoft Office & Outlook
  • Knowledge of XPLAN Software and AWS Morningstar would be an advantage
  • Have at least 5 years 'plus relevant experience, within a senior administration role in Financial Services
  • Preferably to have previously worked closely with Senior Management
  • Experience within financial report writing
  • Professional qualifications are an advantage
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: