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- Tasks: Manage administrative workflows and support financial advisers in a dynamic team environment.
- Company: Join a respected financial planning firm known for its supportive culture and growth opportunities.
- Benefits: Enjoy a collaborative work atmosphere with recognition for your contributions and potential for career advancement.
- Why this job: Be part of a team that values operations, making a real impact on client service and satisfaction.
- Qualifications: Experience in IFA or wealth management, with strong knowledge of Intelligent Office (iO) required.
- Other info: This role is perfect for proactive individuals who excel in organisation and communication.
The predicted salary is between 28800 - 43200 £ per year.
We\’re working on behalf of a well-respected and growing financial planning firm that\’s looking to expand its support team with a highly capable and organised IFA Administrator.
This role offers variety, responsibility, and the chance to work alongside a knowledgeable and supportive team who truly value their support function.
What you\’ll be doing:
- Managing a range of administrative workflows across new and existing business, ensuring nothing falls through the cracks.
- Maintaining and consolidating client data across platforms and systems – particularly using Intelligent Office (iO).
- Carrying out compliance and due diligence checks on business submitted.
- Working closely with advisers to create tailored proposals that respond to client concerns and objectives.
- Acting as a confident point of contact for a wide range of clients, providers, and third parties.
- Keeping the back office running smoothly by meeting deadlines and maintaining clear, consistent records.
- Processing fund switches, rebalances, contributions, withdrawals, LOAs, and model portfolio creation across multiple platforms.
- Generating valuations and reports, updating client portals, and ensuring every client touchpoint is accurate and professional.
- Applying your knowledge of group pensions and protection schemes, with an understanding of areas such as VCTs, GIP, DIS, and other financial products.
What we\’re looking for:
- Solid experience within an IFA or wealth management environment.
- A strong working knowledge of Intelligent Office (iO) is essential.
- Previous exposure to multiple investment platforms and FE Analytics.
- A team player who is equally comfortable working independently.
- A confident communicator who enjoys building relationships with clients and providers.
- Excellent time management and organisational skills – you take pride in staying on top of your workload.
- A proactive approach, with high attention to detail and the ability to handle sensitive client data with discretion.
This is a fantastic opportunity to join a team that genuinely values the role of operations and support staff in delivering first-class client service. If you\’re ready for a new challenge and want to work in a role where your contribution is recognised and trusted, we\’d love to hear from you.
To find out more or to apply confidentially, please get in touch.
Wealth Administrator - Nottingham employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator - Nottingham
✨Tip Number 1
Familiarise yourself with Intelligent Office (iO) before applying. Since it's a key requirement for the role, having a solid understanding of how to navigate and utilise this platform will give you an edge during the interview process.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join online forums to connect with current IFA Administrators. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with compliance and due diligence checks. Be ready to share specific examples of how you've handled sensitive client data and ensured accuracy in your previous roles.
✨Tip Number 4
Showcase your organisational skills by creating a mock workflow or process map related to administrative tasks in wealth management. This demonstrates your proactive approach and ability to manage multiple tasks effectively.
We think you need these skills to ace Wealth Administrator - Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in an IFA or wealth management environment. Emphasise your knowledge of Intelligent Office (iO) and any exposure to multiple investment platforms, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific examples of how your skills align with the responsibilities listed in the job description, such as managing administrative workflows and maintaining client data.
Showcase Your Communication Skills: Since the role requires confident communication with clients and providers, consider including examples in your application that demonstrate your ability to build relationships and handle sensitive information with discretion.
Highlight Organisational Skills: Given the importance of time management and organisation in this role, provide examples of how you have successfully managed multiple tasks or projects in previous positions. This will show that you take pride in staying on top of your workload.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Organisational Skills
As a Wealth Administrator, you'll need to manage various administrative workflows. Be prepared to discuss specific examples of how you've successfully organised tasks in previous roles, ensuring nothing fell through the cracks.
✨Demonstrate Your Knowledge of Intelligent Office (iO)
Since a strong working knowledge of iO is essential for this role, make sure to highlight your experience with the platform. Discuss how you've used it to maintain and consolidate client data effectively.
✨Communicate Confidently
This position requires you to be a confident point of contact for clients and providers. Practice articulating your thoughts clearly and confidently, and prepare to share examples of how you've built relationships in past roles.
✨Emphasise Attention to Detail
With the responsibility of handling sensitive client data, attention to detail is crucial. Prepare to discuss how you ensure accuracy in your work, especially when processing fund switches or generating reports.
