Job Description
IFA Administrator
Leamington Spa
Up to £30,000 + Fantastic Benefits
Hybrid Working | Life Assurance | Exam Support | Health Cash Plan | Flexi-Time
Experience of using Intelligent Office and the Transact platform is desirable.
Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Nottingham, where your progression and expertise will be truly valued.
In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency and first-class service at all times.
Why This Role Stands Out
" Hybrid working and flexible hours
" Full support towards professional qualifications
" Health Cash Plan and Employee Assistance Programme
" Life Assurance
" A collaborative, friendly and professional working environment
Key Responsibilities
" Processing new business across multiple provider platforms
" Preparing client files, valuations, illustrations and suitability documentation
" Managing day-to-day administration duties and maintaining accurate client records
" Ensuring workflow tasks and SLAs are completed on time
" Liaising with clients, providers and internal colleagues via phone, email and letter
" Maintaining diary systems and ensuring all documentation is stored and scanned correctly
Essential Experience
" To be successful in this role, candidates must have:
" Strong Financial Services administration experience within Pensions & Investments
" Proven experience working with Structured Products
" Hands-on experience using the Transact platform
" Ideally, familiarity with Intelligent Office (iO)
Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements.
Interested?
To find out more, please contact one of our specialist consultants quoting REF: NJR-16559