IFA Administrator

Quick Questions:

• Do you have experience working for an IFA firm?

• Do you have experience using Intelligent Office (IO) in an IFA Administrator role?

• Are you looking for a Full timerole as an IFA Administrator in Nottingham?

Benefits:

• Competitive salary

• Flexible working options

• Pension scheme

• Career development opportunities

About the Company:

• Family-run financial services firm with a supportive and collaborative environment

• Team of three advisers supported by senior and junior administrators

• Focused on delivering high-quality financial advice and client support

• The IFA Administrator role is key to helping advisers manage workload and client needs efficiently

Key Duties:

• Act as an IFA Administrator supporting all advisers with administrationtasks.

• Manage client records, documents, and workflows using Intelligent Office (IO)

• Prepare client meeting packs, review reports, valuations, and update servicing information

• Process new business applications, liaise with product providers, and track cases to completion

• Handle client and provider communications, providing updates and follow-ups

• Maintain accurate audit trails and ensure files meet compliance requirements

• Support advisers by scheduling meetings, managing diaries, and reducing administrative workload

Skills Required:

• Experience in financial services, ideally with pensions, investments, or financial planning exposure

• Knowledge of financial planning systems such as Intelligent Office

• Strong attention to detail and organisational skills

• Ability to work independently and collaboratively in a small team

• Level 4 Diploma in Financial Planning or equivalent advantageous but not essential

• Motivated to succeed and progress as an IFA Administrator

Apply Today For This IFA Administrator Role:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.