IFA Administrator
other jobs mbf.
Added before 2 Days
- England,East Midlands,Nottinghamshire
- Full Time, Permanent
- £25,000 - £33,000 per annum, negotiable
Job Description:
IFA Administrator - Nottingham
Salary: £25,000 - £33,000 (rough guide - depending on experience) + company benefits
Hours: Full-time, office-based, Monday to Friday
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded firm of Independent Financial Advisers based in Nottingham. This is a fantastic chance to become part of a friendly, professional team within a supportive and growing business.
The Role Working as part of a close-knit support team, you will provide comprehensive administrative assistance to a team of Financial Planners, ensuring clients receive a first-class service. You will be joining an experienced team consisting of 2 Paraplanners and 2 other Administrators, contributing to the efficient running of a busy advice practice.
Key Responsibilities * Preparing client packs, valuations, and reports ahead of client meetings
* Processing new business applications and tracking progress through to completion
* Liaising with product providers, clients, and colleagues to gather and update information
* Maintaining accurate records on the back-office system
* Supporting the Financial Planners with all aspects of client servicing and administration
About You * Minimum of 1 year’s experience in an IFA Administration role is essential
* Solid understanding of financial planning processes and products (pensions, investments, protection, etc.)
* Highly organised with strong attention to detail
* Confident communicator with clients, providers, and team members
* Proficient in Microsoft Office and ideally experienced with an IFA back-office system
What’s on Offer * Competitive salary, negotiable depending on experience (approximately £25,000 - £33,000)
* Supportive and collaborative working environment
* Opportunity to work with an experienced and friendly team
* Modern office environment, 100% office-based, Monday to Friday
*Opportunities for progression and development
This is an ideal role for an IFA Administrator looking to continue their career within a respected local firm that values quality service and teamwork.
Apply today or contact us in confidence for more information.
Salary: £25,000 - £33,000 (rough guide - depending on experience) + company benefits
Hours: Full-time, office-based, Monday to Friday
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly regarded firm of Independent Financial Advisers based in Nottingham. This is a fantastic chance to become part of a friendly, professional team within a supportive and growing business.
The Role Working as part of a close-knit support team, you will provide comprehensive administrative assistance to a team of Financial Planners, ensuring clients receive a first-class service. You will be joining an experienced team consisting of 2 Paraplanners and 2 other Administrators, contributing to the efficient running of a busy advice practice.
Key Responsibilities * Preparing client packs, valuations, and reports ahead of client meetings
* Processing new business applications and tracking progress through to completion
* Liaising with product providers, clients, and colleagues to gather and update information
* Maintaining accurate records on the back-office system
* Supporting the Financial Planners with all aspects of client servicing and administration
About You * Minimum of 1 year’s experience in an IFA Administration role is essential
* Solid understanding of financial planning processes and products (pensions, investments, protection, etc.)
* Highly organised with strong attention to detail
* Confident communicator with clients, providers, and team members
* Proficient in Microsoft Office and ideally experienced with an IFA back-office system
What’s on Offer * Competitive salary, negotiable depending on experience (approximately £25,000 - £33,000)
* Supportive and collaborative working environment
* Opportunity to work with an experienced and friendly team
* Modern office environment, 100% office-based, Monday to Friday
*Opportunities for progression and development
This is an ideal role for an IFA Administrator looking to continue their career within a respected local firm that values quality service and teamwork.
Apply today or contact us in confidence for more information.
Job number 3104487
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...