TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters
Job Title : IFA Administrator
Location :Nottingham
Benefits :
Competitive salary (dependent on experience and qualification level)
Hybrid working available
Additional holiday provided to cover the Christmas office closure
Part-time applications will be considered
Exam and study support available for those wishing to progress
Salary : Up to£30,000 per annum (dependent on experience)
About the Role : An established financial services firm based in Nottingham is seeking a professional and experienced IFA Administrator to join their growing team. This is a fantastic opportunity for someone with a strong background in financial planning administration, particularly pensions and investments, to work closely with a dedicated financial adviser and provide vital support to clients and colleagues. Key Responsibilities:
Provide comprehensive administrative support to a Financial Adviser
Process new business applications and manage existing client servicing tasks
Maintain and update client records using Intelligent Office (IO)
Liaise with product providers and clients to obtain relevant policy information
Prepare documentation for client meetings
Handle pension and investment-related queries and transactions
Ensure compliance with regulatory requirements and internal procedures
Work collaboratively with paraplanners and other team members
Requirements :
Minimum of 3 years experience in an IFA/financial planning administration role
Proficient in using Intelligent Office (IO)
Strong knowledge of pensions, investments, and financial planning processes
Excellent organisational skills and attention to detail
Strong communication skills, both written and verbal
Ability to prioritise workload and work effectively as part of a team
Professional, proactive, and client-focused approach
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
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