IFA Administrator in Nottingham

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Office-based (full-time) Salary: Competitive, dependent on experience Benefits: 24 days holiday plus bank holidays Office closed over Christmas period plus additional gifted day On-site parking available Casual dress code Dog-friendly office environment Supportive, close-knit team environment Progression Supported. About the Company: A well-established and professional financial planning firm providing holistic financial advice to a wide range of clients. The business has a strong focus on client service, technical accuracy, and long-term relationships. The team is small, collaborative, and highly experienced, offering a supportive environment where individuals are trusted to take ownership of their work. Key Responsibilities: Providing full administrative support to financial planners and paraplanners Processing new business across pensions, investments, and protection Using Intelligent Office (IO) to manage client records and workflows Liaising with providers to ensure timely and accurate processing of cases Preparing documentation fo...