Financial Planning Administrator

4 days ago


West Bridgford, Nottinghamshire, United Kingdom North Oak Recruitment Full time
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our client's team in Nottingham. The successful candidate will have a strong background in administration, with a focus on financial planning and services.

About the Role

The IFA Administrator will be responsible for processing authority letters, gathering financial data for new clients and annual reviews, and preparing application forms and client documentation. The ideal candidate will have a good understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.

Key Responsibilities
  • Process authority letters and gather financial data for new clients and annual reviews
  • Prepare application forms and client documentation
  • Assist with gathering information for review, including valuations, charges, and performance
  • Provide administrative support to the IFA team
Requirements

To be successful in this role, you will need:

  • At least two years' experience in administration, preferably in a financial planning company
  • Strong understanding of financial transactions and regulations
  • Excellent communication and organizational skills
  • Ability to work accurately and efficiently in a fast-paced environment

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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