Ifa Administrator

4 weeks ago


Nottingham, United Kingdom Capio Recruitment Full time

**Job Title: IFA Administrator**

**Salary: £21,000 - £27,000**

**Location: Nottingham**

This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow with successful acquisitions and a strong reputation within the industry.

They place an emphasis on client care and providing a tailored solutions. They have broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along with some corporate financial planning. They have long standing relationships with a great deal of their clients and have an excellent client retention rate to go with this.

**The Role**

However, due to continued expansion, they are now looking to bring an experienced Administrator into their Nottingham office to support the increased business levels from the Financial Advisers. There is a paraplanning team that you will be working closely with and they have a collaborative, positive working culture.

Ideally, you would enjoy a fast-paced environment and work well within a team based environment, as well as having strong interpersonal skills.

**The Required Skills**:

- R01, CF1 or equivalent is desirable
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- Experience of using Intelliflo would be advantageous
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills
- Good understanding of the FCA and how a Financial services firm operates

**If you are interested in hearing more about this position, please get in touch with us at Capio.**

**“INDDAN”**

**Salary**: £21,000.00-£27,000.00 per year

**Benefits**:

- Company pension
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Nottingham


  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom GCB Recruitment Full time

    We are currently looking for an IFA Administrator to join our clients, a well-established Financial Planning firm in the Nottingham area. **Working hours**: As an IFA Administrator, you’ll be required to work Monday - Friday (Mon & Fri at Home) **The successful IFA Administrator will be offered**: - Basic Salary - £24,000 - £26,000 - Holidays - 26...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Nottingham is ideal for an experienced Financial Services Administrator looking to join a busy office. As an IFA Administrator, you will be providing technical administration to support their Paraplanner’s and Financial Advisors. **Your responsibilities will include**: - Maintaining and updating client records - Obtaining...

  • IFA Administrator

    3 weeks ago


    Nottingham, United Kingdom Heat Recruitment Full time

    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...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Nottingham £23000 - £28000 14/02/2023 NJR13510 DESCRIPTION IFA Administrator Nottingham, Salary up to £28,000 Hybrid working is available (2 Days Per week + Flexible working hours. NJR are currently working with a very well established and highly successful Wealth Management practice, who have a...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Nottingham £23000 - £28000 16/02/2024 NJR13724 DESCRIPTION IFA Administrator Nottingham, Salary up to £28,000 Hybrid working is available (2 Days Per week + Flexible working hours. NJR are currently working with a very well established and highly successful Chartered firm of Independent Financial...

  • Ifa Administrator

    3 weeks ago


    Nottingham, United Kingdom Cranleigh Personnel Full time

    **Are you an IFA Administrator?** - Do you feel like you would like a larger company with better benefits where you have the scope to develop your career? - Are you working in a smaller company where you feel like to can’t develop any further? - Do you feel that you would like to have the option to progress into a paraplanning role in the future, however...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom Cranleigh Personnel Full time

    **Are you an IFA Administrator?** - Do you feel like you would like a larger company with better benefits where you have the scope to develop your career? - Are you working in a smaller company where you feel like to can’t develop any further? - Do you feel that you would like to have the option to progress into a paraplanning role in the future, however...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom Cranleigh Personnel Full time

    **Pensions and Investment Administrator / Wealth Planning Administrator** **Based West Bridgford** **Salary up to £30,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our Client is a well established fully...

  • Ifa Administrator

    4 weeks ago


    Nottingham, United Kingdom Templegate Full time

    **Job Title**:IFA Administrator **Location**: Nottingham **Benefits**: - Monday to Friday ~ Full Time Role. - Flexible working - Mix of office and remote working - Competitive salary is on offer dependent on experience, skills and qualifications. - Excellent staff benefits. - Excellent matching Pension Scheme - 3 x Death In Service - 26 days increasing...


  • Nottingham, United Kingdom Page Personnel Full time

    Leading business in its sector - Recruiting for two fixed term contracts **About Our Client**: This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and...


  • Nottingham, United Kingdom Page Personnel - UK Full time

    Leading business in its sector - Recruiting for two fixed term contracts **About Our Client**: This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and...

  • Ifa Administrator

    2 months ago


    Nottingham, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

  • Ifa Administrator

    3 weeks ago


    Nottingham, United Kingdom Idex Full time

    My client is successful and highly respected national wealth management practice in Nottingham. They are currently looking for an experienced IFA Administrator to join their team. **Role r**esponsibilities**: - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures - Prioritise workload to...

  • IFA Administrator

    1 month ago


    Nottingham, Nottingham, United Kingdom Idex Full time

    My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham.The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.ResponsibilitiesWork...

  • IFA Administrator

    2 weeks ago


    Nottingham, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham.The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.Responsibilities ...

  • IFA Administrator

    2 weeks ago


    Nottingham, Nottingham, United Kingdom Idex Full time

    My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham.The administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.ResponsibilitiesWork...

  • IFA Administrator

    6 days ago


    Nottingham, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham. The Administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client service.Responsibilities ...

  • IFA Administrator

    7 days ago


    Nottingham, Nottingham, United Kingdom Idex Full time

    My client is currently looking to appoint an experienced IFA Administrator to join their team in Nottingham. The Administrator role is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Good communication skills will be important, as is accuracy of output and good client...


  • Nottingham, Nottingham, United Kingdom Page Personnel - UK Full time

    Leading business in its sector Recruiting for two fixed term contractsAbout Our Client:This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and providing top...

  • IFA Administrator

    4 weeks ago


    Nottingham, United Kingdom Ortus PSR Full time

    About the Company: Our client, a well-established Independent Financial Advisory (IFA) firm based in Nottingham, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working...