IFA Administrator & Co-Ordinator - Hybrid & Client-Focused

NJR Recruitment; East Midlands; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Assurance

Pension

Income Replacement

25 days' holiday

Job summary

NJR Recruitment is seeking an IFA Administrator (Co-ordinator) for a respected financial planning firm in Nottingham. This integral role supports Financial Planners and Paraplanners, ensuring accuracy and a client‑centred service across the business.

Join a busy, collaborative team where you will handle a varied workload, prepare meeting packs, book appointments, respond to client enquiries and help deliver high‑quality financial planning and advice.

Qualifications

• Previous experience in a Financial Planning support or administration role within financial services.
• Strong knowledge of Microsoft Office (Word, Excel, Teams, SharePoint).
• Knowledge of Intelligent Office (IO).
• Excellent organisational and interpersonal skills with attention to detail.
• Proactive, adaptable and client-focused approach.

Responsibilities

• Supporting clients and Financial Planners via telephone, email and video.
• Handling client enquiries and liaising with providers.
• Promoting the Personal Financial Portal and processing referrals.
• Booking appointments and managing Financial Planner diaries.
• Preparing complex meeting packs and supporting Financial Planners with client meeting preparation.
• Submitting instructions to platforms and providers.
• Working closely with Financial Planners on all aspects of their day‑to‑day client work.
• Meeting and greeting clients and visitors to the office when required.
• Opening, scanning and distributing incoming mail.
• Maintaining accurate and up‑to‑date client records, back‑office systems and shared folders.
• Contacting new and existing clients to obtain information on behalf of Financial Planners.
• Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services.
• Providing general administration and coordination support as required.

Job description

NJR Recruitment is seeking an IFA Administrator (Co-ordinator) for a respected financial planning firm in Nottingham. This integral role supports Financial Planners and Paraplanners, ensuring accuracy and a client‑centred service across the business.

Join a busy, collaborative team where you will handle a varied workload, prepare meeting packs, book appointments, respond to client enquiries and help deliver high‑quality financial planning and advice.