IFA Support Administrator

Aspire Recruitment Solutions; Nottingham; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Adviser Support Administrator in Nottingham. The role involves providing comprehensive administration support to financial advisers, managing diaries, and ensuring timely client communications. Candidates should have at least 1 year of experience in financial services administration. A competitive salary of up to £35k, along with bonuses and flexible working arrangements, is offered.

Benefits

Pension benefits

Death in service benefits

Study leave for further qualifications

Qualifications

• Minimum 1 year experience in financial services administration.
• Ability to work flexibly in terms of hours and location.
• Support with further qualifications, including study leave.

Responsibilities

• Provide administration support for financial advisers.
• Liaise with product providers for timely responses.
• Manage diary and tasks for client service actions.

Skills

Financial services administration

Client communication

Diary management

Job description

Financial Adviser Support Administrator Nottingham. Salary up to GBP35k, bonus and competitive Benefits. Strong element of hybrid working.

Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Nottingham area?

This is a fantastic opportunity to progress in the Financial Services arena.

Job Summary:

To provide administration support for a team of financial advisers to ensure the delivery of market leading client advice and information services.

Duties and Responsibilities

• You will be responsible for working closely with the advisers
• Liaise with product providers to ensure timely and accurate responses to clients
• Send Letters of Authority and gather accurate information
• Obtain illustrations and application forms
• Production of portfolio valuations
• Provide a friendly and professional point of contact for clients and enquiries
• Diary and task management to ensure client reviews and other client service actions are delivered on time

Qualifications and Experience: -

• Minimum 1 year experience in financial services administration
• Salary range up to GBP35k depending upon experience
• Pension and death in service benefits
• Bonus
• The ability and support to work flexibly where appropriate, in terms of hours and location
• Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN