Benefits:
- Office closure over Christmas
- Team days
- Professional development and support towards industry exams
- Hybrid working may be available following successful completion of probation
Job Title: Administrator
Location: Nottingham
Salary: £25,000
About the Company:
Our client is a growing financial planning business with an established client base of approximately 300 clients and a close-knit team. Due to continued growth, they are looking to appoint an enthusiastic Administrator to provide support to the advisers and wider team.
This is an excellent opportunity for someone who is keen to build a long-term career within financial services. The business places a strong emphasis on development and progression and is willing to support the right individual with professional qualifications and exams.
Key Responsibilities:
- Providing day-to-day administrative support to the advisers and wider team
- Assisting with the preparation and processing of client documentation
- Maintaining accurate client records and information
- Supporting advisers with ongoing client servicing
- Liaising with clients and providers where required
- Assisting with general office and financial planning administration
- Using Salesforce and relevant SJP systems
- Ensuring work is completed accurately and within required timescales
- Supporting the team during a period of continued business growth
What We’re Looking For:
- A genuine interest in developing a career within financial services
- Strong attention to detail and organisational skills
- A proactive and positive approach to work
- Someone who is ambitious, passionate and keen to progress
- A strong team player who will fit well within the existing team
Desirable Skills:
- Previous experience within financial services, wealth management or financial planning
- Knowledge of Salesforce or SJP systems
- Progress towards relevant financial services qualifications
- An interest in working towards professional industry qualifications
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Nottingham employer: TEMPLEGATE RECRUITMENT Careers
Join a well-regarded financial services firm in Leeds as an Independent Financial Adviser, where you will benefit from a supportive and friendly work culture. With flexible working hours, generous holiday entitlement, and a strong focus on employee growth, this role offers the chance to manage an existing client bank while contributing to the ongoing success of a close-knit team. Enjoy the advantages of working in a smaller, family-run business that values your professional development and fosters long-term client relationships.
Contact Details:
TEMPLEGATE RECRUITMENT Careers Recruitment Team
