IFA Administrator

Nottingham (Hybrid Working)

Salary up TO £30,000

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded financial advice team within a leading professional services environment.

This role is ideal for a motivated individual with a passion for wealth management, looking to further develop their skills within a supportive and collaborative team.

Our client are a vibrant and growing firm of Independent Financial Planners who are continuing to grow and now have an excellent opportunity for a credible and experienced IFA Administrator.

What’s on Offer

• 25 days’ annual leave plus bank holidays, with option to purchase additional days
• Hybrid working
• Pension scheme
• Healthcare cash plan
• Travel benefits
• Wellbeing programme
• Discounts on selected services
• Ongoing training and professional development support

The Role

You will provide comprehensive administrative support to Financial Advisers, ensuring the smooth running of client servicing and back-office processes. This is a varied and fast-paced position where attention to detail and strong organisational skills are key.

Key Responsibilities

• Maintain and update client data using back-office systems (Intelliflo Office)
• Manage adviser diaries and support with day-to-day client administration
• Handle group pension data and related administration
• Process mail merges for bulk client communications and reporting
• Administer changes to client portfolios across platforms and WRAP products
• Deliver a high level of service to both clients and internal stakeholders

About You

• Previous experience within an IFA or wealth management environment
• Strong working knowledge of back-office systems (Intelliflo experience desirable)
• Excellent attention to detail and organisational skills
• Strong communication and interpersonal abilities
• Able to manage workload effectively in a busy environment
• Proactive, reliable, and enthusiastic approach

Why Apply?

This is a fantastic opportunity to join a respected and growing team where you will be supported in your development and given the tools to build a successful long-term career in financial services.

Apply today via NJR Recruitment or call quoting the reference NJR16612

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.