At a Glance
- Tasks: Support Financial Planners and clients with excellent service and administration.
- Company: Respected independent financial planning firm with a collaborative culture.
- Benefits: Up to £32,000 salary, hybrid work, 25 days holiday, and private medical insurance.
- Other info: Flexible hours and opportunities for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial services administration and strong Microsoft Office skills.
The predicted salary is between 31500 - 38500 £ per year.
Location: Nottingham - Hybrid
Salary: up to £32,000 (Experience dependant)
Hours: 35 hours per week, with flexibility to meet client and business needs
Contract: Permanent, Full-Time
NJR Recruitment is currently working with a highly respected, nationwide independent financial planning firm to recruit a IFA Administrator (Co-ordinator). This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication, and the ability to work to agreed timescales are key. You will ideally have industry related experience of working within a similar role to be considered.
About the Role
As a IFA Administrator (Co-Ordinator), you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services. You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience.
What's on Offer?
- Salary up to £32,000
- 35-hour working week with flexibility
- Hybrid working
- 25 days' holiday plus bank holidays
- Private Medical Insurance
- Life Assurance
- Pension
- Income Replacement
Key Responsibilities
- Supporting clients and Financial Planners via telephone, email and video
- Handling client enquiries and liaising with providers
- Promoting the Personal Financial Portal and processing referrals
- Booking appointments and managing Financial Planner diaries
- Preparing complex meeting packs and supporting Financial Planners with client meeting preparation
- Submitting instructions to platforms and providers
- Working closely with Financial Planners on all aspects of their day-to-day client work
- Meeting and greeting clients and visitors to the office when required
- Opening, scanning and distributing incoming mail
- Maintaining accurate and up-to-date client records, back-office systems and shared folders
- Contacting new and existing clients to obtain information on behalf of Financial Planners
- Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services
- Providing general administration and coordination support as required
About You
The successful candidate will ideally have:
- Previous experience in a Financial Planning support or administration role within financial services
- Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint
- Knowledge of Intelligent Office (IO)
- Excellent organisational skills and strong attention to detail
- Good numeracy skills
- Excellent communication and interpersonal skills
- The ability to manage a varied workload and work effectively as part of a team
- The ability to work to tight deadlines with minimal supervision
- A proactive, adaptable and client-focused approach
If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16995.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
IFA Co-Ordinator (Administrator) in Nottingham employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Co-Ordinator (Administrator) in Nottingham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like NJR Recruitment Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from NJR Recruitment Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like NJR Recruitment Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Co-Ordinator (Administrator) in Nottingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in NJR Recruitment Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show NJR Recruitment Careers how you can be a team player!
How to prepare for a job interview at NJR Recruitment Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with NJR Recruitment Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with NJR Recruitment Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
