Job Information

Our clients are a highly successful Wealth management company who are part of a wider group of Financial Advisers who require the additional support if an experienced IFA Administrator.

This is a full-time role based in their Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday – Thursday. Flexible working is encouraged.

To thrive as an Administrator in our Clients’ team you will need specific experience and skills. You should be able to tick these boxes:

Administration experience in a financial planning company for at least two years.

Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.

Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.

Financial administration qualifications would be advantageous.

Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Salary is dependent on experience.

Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.