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- Tasks: Manage administrative workflows and support financial advisers in a dynamic team.
- Company: Join a respected financial planning firm known for its supportive culture and growth.
- Benefits: Enjoy a collaborative environment with opportunities for professional development and recognition.
- Why this job: Be part of a team that values your contributions and offers a chance to make a real impact.
- Qualifications: Experience in IFA or wealth management and knowledge of Intelligent Office (iO) required.
- Other info: Ideal for proactive individuals who excel in organisation and client 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.
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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 interviews.
✨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 may even 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 ensured accuracy and professionalism in client interactions, as this is crucial for the position.
✨Tip Number 4
Showcase your organisational skills by preparing a portfolio of your previous work. Highlight any administrative workflows you've managed, especially those involving multiple investment platforms, to demonstrate your capability in handling complex tasks.
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 familiarity with Intelligent Office (iO) and any relevant investment platforms you've worked with.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your organisational abilities and proactive approach to managing administrative workflows.
Showcase Relevant Experience: When detailing your previous roles, focus on your achievements related to client data management, compliance checks, and your ability to work closely with advisers. Use examples that demonstrate your attention to detail and time management skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
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, it's crucial to demonstrate your attention to detail. Prepare to discuss how you've ensured accuracy in your work and managed compliance checks in previous positions.
