IFA Administrator

IFA Administrator – up to £35,000

Nottingham | 1 day per week working from home

An established financial services firm is looking for an experienced Financial Services Administrator to join their friendly, very well established team.

Key Responsibilities:

Managing and overseeing administration workflows to ensure efficiency.
Handling new and existing business administration, including compliance checks.
Speaking confidently with clients and providers, ensuring excellent customer service.
Supporting the team in developing tailored client proposals.
Maintaining and updating Intelligent Office (iO) with accurate client records, valuations, and reports.
Using key investment platforms such as Abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
Processing fund switches, contributions, withdrawals, LOAs, and managing model portfolios.
Experience with VCTs, Group Pensions, GIP, and DIS is beneficial.

What We’re Looking For:

Previous experience in IFA s is essential.
Strong organisational and time management skills.
Ability to manage multiple tasks while meeting deadlines.
Experience with Group Pension & Protection schemes.

If you have the right experience and are looking for a structured, office-based role within a close-knit team, we’d love to hear from you.