Senior IFA Administrator

NJR Recruitment; East Midlands; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading National Firm of Independent Financial Planners is seeking a Senior IFA Administrator in Nottingham. The role involves providing comprehensive support to an Adviser in client relations, document management, and maintaining accurate client data while ensuring excellent service standards. Applicants should have a background in financial services, particularly in pensions and a detail-oriented approach to their work.

Benefits

23 days holiday plus statutory public holidays

Contributory pension scheme

Health cash plan

Flexible working hours

Early finish on Fridays

Development and training support

Qualifications

• Experience in financial services, particularly in Pensions & Investments.
• Knowledge of Intelligent Office is ideal.
• Strong organizational skills with diary management experience.

Responsibilities

• Provide full support to one Adviser, including meeting preparation and document collating.
• Handle client data maintenance and ensure accuracy.
• Manage workflow according to SLAs and prepare client visit files.

Skills

Attention to detail

Client service skills

Communication

Job description

Senior IFA Administrator

Nottingham

Salary up to £30,000

BENEFITS

Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.

Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility.

GDIS scheme - 2 x salary Life Assurance.

Health cash plan

Development and training - Examination and study financial support, internal training, and individual development plans

Employee assistance programme

Flexible working hours

Friday early finish - 4pm

Bonus scheme - up to 5% of salary payable annually

NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including;

" Meeting preparation

" Collating all the required documents and research for report preparation

" Submitting new business on and off platforms

" Income payments and withdrawals

" Preparing files for client visits

" Producing Valuations and Illustrations

" Liaise with both internal and external stakeholders by telephone, letter and E-mail

" Maintenance of all administration systems

" Ensuring that all client data is accurate and up to date

" Maintenance of diary management system

" Ensuring that daily workflow is completed in line with SLA's

" Ensure appropriate documentation is scanned and attached to the relevant client records.

This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants.

For further information please contact one of our specialist consultants quoting REF: NJR15915