Senior IFA Administrator

Financial Services Administrator

Hybrid working, Nottingham

Up to £29k

This role is best suited to an experienced Financial Administrator that has worked in an IFA or Wealth Management environment. In this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

This SJP practice has multiple offices across the UK and has continued to grow organically hence the need to expand their support team. This particular role is based in their Nottingham office.

The role

As a Financial Administrator you’ll be supporting the CEO to improve case turnaround times and work flow efficiency to provide an enhanced client experience. Duties may include dealing with client enquires, preparing meeting packs and information for the CEO, obtaining relevant information from providers, dealing with ad-hoc client requests, processing new business, and some basic report writing.

The benefits

• Up to £29k depending on experience
• Hybrid Working
• Pension scheme 5% & 3%
• 25 days holiday + Bank Holidays as well as your birthday if it falls on a weekday
• Death in Service (4 x annual salary)
• Private Health Insurance available after 12 months
• Exams paid if you wish to pursue further qualifications
• Company funded events

Synonyms

Client support, client delivery administrator, Financial Planning Assistant, Financial Administrator

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.