Job Title: IFA AdministratorLocation: Nottingham, UKSalary: £25,000 - £30,000 (DOE)
Benefits:
* Flexible working hours (35 hours per week)
* Option to work from home on specific days
* Discretionary annual bonus
* 25 days holiday plus Bank Holidays
* Workplace pension scheme
* Death in Service (2x salary)
* Long-Term Sickness Policy
* Employee Assistance Programme (EAP)
* Examinations and study material paid for by the company
We are working with a reputable wealth management firm located in central Nottingham. They offer bespoke financial solutions to clients, providing expert advice and exceptional service. Recently relocated to new offices near the cricket ground, we offer a modern, vibrant working environment with convenient access to local amenities.
Role Overview: We are seeking an experienced and self-motivated IFA Administrator to join our dynamic team. The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our wealth management processes. While primarily responsible for administrative tasks, this role may involve working closely with one or more advisers to balance workloads effectively.
Key Responsibilities:
1. Processing investments, including setting up ISAs, unit trust/OEIC applications, and obtaining illustrations