IFA Co-Ordinator (Administrator)

NJR Recruitment; Nottingham; Hybrid; GBP 29,000 - 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 partnering with a nationwide independent financial planning firm to recruit an IFA Administrator (Co-ordinator) in Nottingham. This permanent, full-time role offers hybrid working, a 35-hour week and a salary up to GBP32,000 depending on experience.

You will support Financial Planners, Paraplanners and clients, manage diaries, prepare complex meeting packs, handle enquiries and maintain accurate client records across back-office systems.

Qualifications

• Financial Planning support or administration experience in financial services.
• Strong knowledge of Microsoft Office (Word, Excel, Teams, SharePoint).
• Excellent organisational skills and strong attention to detail.
• Good numeracy and strong communication skills.

Responsibilities

• Support Financial Planners and Paraplanners with client communications.
• Manage calendars, appointments and meeting packs.
• Handle client enquiries and liaise with providers.
• Submit instructions to platforms and maintain records.
• Maintain accurate client records in back-office systems.

Skills

Experience in Financial Planning admin

Microsoft Office

Intelligent Office IO

Organisation

Numeracy

Communication

Time management

Teamwork

Tools

Microsoft Office

Intelligent Office

Job description

IFA Co-Ordinator (Administrator)

Location: Nottingham - Hybrid

Salary: up to GBP32,000 (Experience dependant)

Hours: 35 hours per week, with flexibility to meet client and business needs

Contract: Permanent, Full-Time

NJR Recruitment is currently working with a highly respected, nationwide independent financial planning firm to recruit a IFA Administrator (Co-ordinator)

This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication, and the ability to work to agreed timescales are key.

You will ideally have industry related experience of working within a similar role to be considered,

About the Role

As a IFA Administrator (Co-Ordinator), you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services.

You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience.

What's on Offer?

• Salary up to GBP32,000
• 35-hour working week with flexibility
• Hybrid working
• 25 days' holiday plus bank holidays
• Private Medical Insurance
• Life Assurance
• Pension
• Income Replacement

Key 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

About You

The successful candidate will ideally have:

• Previous experience in a Financial Planning support or administration role within financial services
• Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint
• Knowledge of Intelligent Office (IO)
• Excellent organisational skills and strong attention to detail
• Good numeracy skills
• Excellent communication and interpersonal skills
• The ability to manage a varied workload and work effectively as part of a team
• The ability to work to tight deadlines with minimal supervision
• A proactive, adaptable and client-focused approach

If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you.

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.