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Senior IFA Administrator, Nottingham (JR-1504)

£22000 - £26000 plus excellent benefits

This established Advisory firm seek an IFA Administrator in Nottinghamshire to provide advanced business support for two Financial Planners.

  • To be proactive 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 basic suitability reports from structured templates. E.g. fund switches, OEIC to ISA, and client review letters
  • Preparing research, agendas, and paperwork for client review meetings
  • Being responsible for following process and procedures
  • To act as a liaison point for clients and providers
  • To maintain and update client information, within Iress Xplan and AWS Morningstar
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
Your Skills 
  • Keen to develop your industry knowledge - the company will offer a supportive environment for continual learning
  • Competent IT user, a strong working knowledge of Microsoft Office & Outlook
  • Working knowledge of XPLAN Software and AWS Morningstar would be an advantage
  • Have at least 4 years plus relevant experience, within a senior administrational role in Financial Services
  • Experience within report writing
About You
  • A professional and positive attitude
  • Strong interpersonal skills
  • Strong organisational skills and efficiency
  • Proactive, with an ability to multi-task
  • Responsible, and courteous manner, alongside discretion in handling confidential information is paramount
  • Capability to manage large workflow
  • A competitive salary of £22K to 26K dependent upon financial services experience and knowledge
  • Annual discretionary bonus scheme
  • 25 plus Bank holidays 
  • Long-Term Sickness Policy – tapered and payable for up to 3 months
  • Death in Service – 2 x salary
  • Pension – via auto-enrolment 
  • Working hours – 35 hours per week. Flexibility to work 8-4 or 9-5 on a rota, following successful probation period. Finish at 4pm on Friday. Working from home is an option after one years’ service
Employment type: 
Employed (Full Time)
Financial Planning
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