IFA Administrator | Heat Recruitment

Heat Recruitment

Job Title: IFA Administrator
Employer: Heat Recruitment
Location: Nottinghamshire, United Kingdom
Salary:
Employment Type: Permanent
Reference Number: 23783497-dca6-4846-8207-06b8fb2ca336

 

Job Details:

Job Title: IFA AdministratorLocation: Central NottinghamType: Permanent, Full-time

Benefits:

  • Competitive salary, commensurate with experience.
  • Pension scheme (standard) and optional healthcare scheme.
  • Flexible holiday arrangements.
  • Exam support: the company covers the cost of relevant exams.
  • Central Nottingham location for easy accessibility via public transport.
  • Possibility of parking availability
  • Working hours: 8.30 am – 4.30 pm, Monday to Friday, with potential flexibility for school runs.

Our well-established firm based in Central Nottingham is actively seeking a skilled and experienced IFA Administrator to join our dynamic team. The position has become available due to increased demand for administrative support, and we are looking for a dedicated individual to contribute to the smooth operation of our financial services practice.

Responsibilities:

  • Provide comprehensive administrative support to a team of 4 consultants/planners
  • Undertake general administrative tasks with a focus on elements of paraplanning.
  • Collaborate closely with team members to ensure efficient client service delivery.
  • Manage electronic documentation and maintain a high level of digital proficiency.
  • Liaise with clients, external providers, and colleagues to facilitate smooth workflow.

Requirements:

  • Previous experience in a financial services administration role is essential.
  • Exceptional organisational and communication skills.

What next?If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery,

 

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