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For Companies At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and ensure client satisfaction.
- Company: Join a leading UK wealth management firm known for its reputation and commitment to staff development.
- Benefits: Enjoy a competitive salary, hybrid working, private medical insurance, and generous holiday allowance.
- Why this job: Gain exposure to sophisticated financial planning in a structured, professional environment.
- Qualifications: Experience in supporting Financial Advisors and strong organisational skills are essential.
- Other info: This role offers excellent career progression and support for further qualifications.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established Financial Planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation, and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.
The Role
As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement.
Key Responsibilities
- Provide end-to-end administrative support to Financial Planners
- Build and maintain strong professional relationships with clients
- Process new business across ISAs, GIAs, pensions, offshore bonds and trusts
- Prepare meeting packs, valuations and client documentation
- Maintain accurate client records and back-office systems
- Liaise with internal operational teams and third-party providers
- Manage pipelines, account set-up and AML documentation
- Identify, log and escalate risks or errors in line with internal procedures
- Support the use of client portals and digital tools
Candidate Profile
- Experience supporting Financial Advisors or Financial Planners
- Strong understanding of financial planning products and processes
- Experience of new business processing and ongoing client servicing
- Highly organised with the ability to manage competing priorities
- Professional communication skills, both written and verbal
- A client-focused approach with strong attention to detail
What's on Offer
- Competitive salary
- Hybrid working model
- Private medical insurance
- Life assurance and pension contribution
- Generous holiday allowance with the option to purchase additional leave
- Strong opportunities for progression and professional development
- Support towards further qualifications
This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work, and the stability of a market-leading firm.
To apply or for further information, please contact: Ellie Sedgwick
IFA Administrator in Nottingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and processes. We want you to be able to chat confidently about ISAs, pensions, and all that good stuff. Show them you’re not just another candidate, but someone who truly understands the industry!
✨Tip Number 3
When you get that interview, don’t forget to ask questions! This shows you’re genuinely interested in the role and the company. Ask about their approach to client relationships or how they support their team’s professional development – it’ll make you stand out!
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that IFA Administrator role!
We think you need these skills to ace IFA Administrator in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles supporting Financial Planners and any relevant financial products you've worked with. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our firm. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: As an IFA Administrator, being organised is key. In your application, mention specific examples of how you've managed competing priorities or streamlined processes in your previous roles. We’re looking for someone who can keep everything running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products like ISAs, pensions, and trusts. Being able to discuss these confidently will show that you understand the complexities of the role and can support Financial Planners effectively.
✨Demonstrate Organisational Skills
Prepare examples from your past experience where you successfully managed competing priorities. This role requires strong organisational skills, so be ready to share how you keep everything on track, especially when dealing with high-value clients.
✨Build Rapport with Clients
Think about how you can showcase your client-focused approach during the interview. Share stories that highlight your ability to build and maintain strong professional relationships, as this is crucial for supporting Financial Planners and ensuring high-quality client outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values and career goals.
