Senior Ifa Administrator

7 months ago


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 providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.

The organisation is listed and boasts a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.

As Senior IFA Administrator, you will be part of a large operations function within the fees administration team, and be responsible for:

- Managing high volumes of financial data
- Setting up new accounts and transferring in cash and stock, as well as reconciling cash and stock accounts
- Providing portfolio valuations
- Escalating any issues as and when required to senior management in a timely manner
- Taking ownership for your personal and professional development
- Carrying out all other administrative tasks in line with company procedures
- Identifying continuous improvements in working practices
- Providing an excellent client service, in line with expectations and keeping all stakeholders updated
- Supporting delivery of projects where appropriate
- Understanding team goals and relationship to wider company processes
- Supporting wider team members when required from time to time

**The Successful Applicant**:
As Senior IFA Administrator, you must have:

- Experience ideally in a financial services administration role
- Wealth management background would be preferable
- High level of attention to detail
- Ability to work to tight deadlines and prioritise effectively
- Strong team player with ability to work independently
- Excellent communication skills both written and verbal
- Strong customer service mindset

**What's on Offer**:
Your package for the Senior IFA Administrator will include:

- Salary offering up to £30,000
- Private medical
- Stakeholder pension contribution
- 25 days holiday (purchase additional holiday)
- Discretionary bonus scheme
- Salary sacrifice scheme including cycle to work, save as you earn
- Gym discounts
- Hybrid working


  • Ifa Administrator

    1 day 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...


  • Nottingham East Midlands Airport, United Kingdom Ortus PSR Full time

    **Senior IFA Administrator** **Location: Derby** **Salary: £25,000 - £35,000** 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 supportto sustain their...

  • Ifa Administrator

    3 days ago


    Nottingham, United Kingdom Ortus PSR Full time

    **IFA Administrator** **Location: Nottingham** **Salary: £20,000 - £30,000** 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 supportto sustain their...

  • Ifa Administrator

    1 day ago


    Nottingham, United Kingdom NJR Recruitment Full time

    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 strong presence in the market place. As a result of organic growth, they now have an excellent opportunity for an...

  • Ifa Administrator

    7 months 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 days ago


    Nottingham, United Kingdom Reed Insurance Full time

    My client is a large, very well established Chartered IFA firm based in Nottingham. They currently seek an experienced IFA Administrator to join their expanding team. KEY RESPONSIBILITIES - New business processing - Managing and updating tasks on back-office system - Submitting business to main investment platforms - Processing "Letters of Authority" -...

  • Ifa Administrator

    4 days ago


    Nottingham, United Kingdom Reed Insurance Full time

    **An established Wealth & Investment Management firm are seeking to grow their support function within the business. If you have strong client services experience within an IFA or similar role, this opportunity will be ideal. The firm offer unrivalledadvice across Pensions, Investments, Life Assurance, Protection, IHT & Tax Planning.** **There is...

  • Ifa Administrator

    7 months 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

    5 days 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...

  • IFA Administrator

    2 weeks ago


    Nottingham, United Kingdom CV-Library Full time

    IFA Administrator (Flexibility) £30,000 - £35,000 + Training + 35 Hours a Week + Flexible Hours + Company Benefits + Hybrid + Study Support Nottingham Are you an IFA Administrator looking to join a tight knit Financial Services provider which will offer you, flexible working hours, hybrid working, 35 hours per week and a friendly...

  • Ifa Administrator

    4 days ago


    Nottingham, United Kingdom NJR Recruitment Full time

    IFA Administrator Nottingham Salary up to £25,000 Hybrid working is available We are delighted to be recruiting for a well established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team. Working full time from their office based in Nottingham you will be providing full support the Financial...

  • Ifa Administrator

    1 day ago


    Nottingham, United Kingdom Finlink Ltd Full time

    An excellent opportunity for a mortgage administrator to work remotely within an specialised mortgage brokerage. The firm is going through a period of growth and requires a larger team to service the businesses needs. The Company: - An independent financial advisory firm with over 75 years in the business - Historically a family business but with modern...

  • Ifa Administrator

    8 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

    2 days ago


    Nottingham, United Kingdom NJR Recruitment Full time

    IFA Administrator Warwick Salary up to £26,000 Hybrid working is available Market Leading organisation Exam Funding + Career development We are delighted to be recruiting for a well-established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team. Working full time from their office based in Warwick...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

    Job Overview">Capio Recruitment is proud to partner with a reputable Chartered, Award Winning and established Independent Financial Advisor firm in the East Midlands.">This firm provides high-quality financial advice to its clients and is seeking a highly skilled Senior IFA Administrator to join its team.">The successful candidate will be responsible for...

  • Ifa Administrator

    7 months 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...

  • IFA Administrator

    4 weeks ago


    Nottingham, United Kingdom CV-Library Full time

    IFA Administrator (Work Life Balance) £30,000 - £35,000 + Training + 35 Hours a Week + Flexible Hours + Company Benefits + Hybrid + Study Support Nottingham Are you an IFA Administrator looking to join a tight knit Financial Services provider which will offer you, flexible working hours, hybrid working, 35 hours per week and a...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

    About The Role">We are seeking a highly skilled Senior IFA Administrator to join our esteemed client's team in Nottingham.">This key position involves building and maintaining strong relationships with clients through regular communication, ensuring accurate record-keeping in CRM systems and providing administrative support to paraplanners and financial...


  • Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    About the RoleWe are looking for an Administrative Support Specialist to join our IFA Division. This is an exciting opportunity to support our client-focused financial advisers in providing exceptional service to our clients.ResponsibilitiesYour key responsibilities will include:Administering pension and investment transactionsProviding administrative...


  • Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    About Our Client">Our client, Ernest Gordon Recruitment Limited, is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Job Summary">This position would suit an experienced IFA Administrator looking to join a tight-knit firm focused on delivering the best service possible to their clients...