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Ifa administrator

Nottingham (Nottinghamshire)
Ifa administrator
£30,000 - £35,000 a year
Posted: 16 August
Offer description

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

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