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.