Senior IFA Administrator – Flexible Hours & Growth

Armstrongs Wealth Planning Ltd; Nuneaton; On-site; GBP 27,000 - 34,000; Full time

Benefits offered by this job

Competitive pro-rata salary

Flexible working arrangements

Professional development opportunities

Supportive working environment

Company pension

Referral programme

Job summary

A growing independent financial advice firm in Nuneaton is seeking an Experienced IFA Administrator. This role involves providing administrative support to the team, managing client queries, and maintaining client records. The ideal candidate will have over 2 years of experience in wealth management, excellent organisational skills, and a detail-oriented approach. Flexible working arrangements are offered, alongside opportunities for professional development.

Qualifications

• 2+ years of experience in a wealth management or IFA environment.
• General understanding of financial planning, pensions, and investment products.
• Strong administrative and organisational skills.

Responsibilities

• Provide administrative support to financial advisers.
• Act as the first point of contact for client queries.
• Prepare documentation and reports for client meetings.
• Assist with account applications and transfers.
• Liaise with product providers to manage client requests.

Skills

Organisation

Communication skills

Attention to detail

Proficiency in Microsoft Office

Experience in wealth management

Tools

SelectAPension

Financial Platforms (Quilter, Transact, 7IM)

Cashcalc

Voyant

Job description

A growing independent financial advice firm in Nuneaton is seeking an Experienced IFA Administrator. This role involves providing administrative support to the team, managing client queries, and maintaining client records. The ideal candidate will have over 2 years of experience in wealth management, excellent organisational skills, and a detail-oriented approach. Flexible working arrangements are offered, alongside opportunities for professional development.