Ifa Administrator

3 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 required information, quotes, illustrations, and product details
- Prepare client meetings packs with the necessary information
- Process new business cases
- Diary management to schedule meetings
- Organising client meetings on behalf of the Financial Advisors

As an IFA Administrator, you will be supporting an experienced Financial Advisor who has recently achieved Chartered Status. Additionally, you will also support the teams 4 other Financial Advisors with ad-hoc support.

**Financial Planning Administrator Requirements**
- You must have 2+ years’ experience as a Financial Services Administrator
- Ideally, you will have experience obtaining required information for illustrations and be comfortable raising illustrations
- Must be able to manage a busy pipeline and work well under pressure

**The Company**

This well established independent financial advisory firm in based in East Midlands has a wealth of experience and prides themselves on exceptional service and providing the best possible advice to its clients. They are servicing clients across the UK andprovide advice on Investments, pension, and financial protection.

Due to growth reasons, they are now looking for an experienced IFA Administrator to join their team.

**Financial Planning Administrator Benefits**
- Salary of £24,000 - £26,000 depending on experience
- Initially a fully office based role with the view to move to a hybrid arrangement in due course
- Progression offered into paraplanning, and support provided towards industry qualifications

**Locations**

Nottingham, East Midlands
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts, including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._


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