Senior Administrator – IFA - £35,000
Location: West Bridgford, Nottingham | Salary: Competitive (based on experience) 1 day per week working from home
An established financial services firm with a 30-year history is looking for an experienced Financial Services Administrator to join their friendly, office-based team in West Bridgford. This is a fully office-based role with on-road parking available and the possibility of working from home on a 1 day per week basis
Key Responsibilities:
* Managing and overseeing administration workflows to ensure efficiency.
* Handling new and existing business administration, including compliance checks.
* Speaking confidently with clients and providers, ensuring excellent customer service.
* Supporting the team in developing tailored client proposals.
* Maintaining and updating Intelligent Office (iO) with accurate client records, valuations, and reports.
* Using key investment platforms such as Abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
* Processing fund switches, contributions, withdrawals, LOAs, and managing model portfolios.
* Experience with VCTs, Group Pensions, GIP, and DIS is beneficial.
What We’re Looking For:
* Previous experience in IFA s is essential.
* Strong organisational and time management skills.
* Ability to manage multiple tasks while meeting deadlines.
* Experience with Group Pension & Protection schemes.
If you have the right experience and are looking for a structured, office-based role within a close-knit team, we’d love to hear from you.