Senior Ifa Administrator

Senior Financial Services Administrator

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Location:Nottingham Hybrid (3+ days in the office)

Salary: £28,500 – £32,000 (dependent on experience & qualifications)

Start Date: ASAP

Are you an experienced Financial Services Administrator looking for a new challenge in a dynamic and professional environment? We’re looking for a Senior Administrator to join our growing team and provide high-level support to Financial Planners. If you thrive in a fast-paced setting and have a strong background in processing investments, ISAs, VCTs, Trusts, and pension transfers, this could be the perfect opportunity for you!

What You’ll Be Doing

Supporting Financial Planners with research, valuations, and processing of new business

Managing client administration including trust work, death benefits, ISAs, IHT, VCT & EIS products

Preparing client meeting materials such as agendas, suitability reports, and review letters

Liaising with clients and providers as a key point of contact

Maintaining compliance with FCA regulations, including Consumer Duty

Working with industry-leading software such as Iress Xplan and AWS Morningstar

What We’re Looking For

Minimum 3-4 years experience in financial services administration

Strong knowledge of investments, trusts, and pensions

Excellent organisational skills and ability to multi-task

Proficiency in IT & software tools (Xplan, Morningstar, MS Office)

Professional, proactive, and detail-oriented approach

What We Offer

Salary: Up to £32,000 (DOE & qualifications)

Flexible working: 35-hour week, early Friday finish (4 PM), hybrid working options

Career development: Exams & study materials funded after probation

Holidays: 25 days + Bank Holidays (increasing to 30 with service)

Benefits: Workplace pension, Death in Service (2x salary), Employee Assistance Programme (EAP)

Annual discretionary bonus (after one year of service)

Please note: This is a senior administration role with no progression into paraplanning or advisory positions.

Ready to apply? Send your CV today or reach out for more details