IFA Administrator

Job Description:

An experienced Financial Services Administrator to join their friendly, office-based team in West Bridgford. This is a fully office-based role with on-road parking available and the possibility of working from home on a 1 day per week basis

Key Responsibilities:

• Managing and overseeing administration workflows to ensure efficiency.
• Handling new and existing business administration, including compliance checks.
• Speaking confidently with clients and providers, ensuring excellent customer service.
• Supporting the team in developing tailored client proposals.
• Maintaining and updating Intelligent Office (iO) with accurate client records, valuations, and reports.
• Using key investment platforms such as Abrdn Wrap, Quilter, Royal London, AJ Bell, Scottish Widows, and FE.
• Processing fund switches, contributions, withdrawals, LOAs, and managing model portfolios.
• Experience with VCTs, Group Pensions, GIP, and DIS is beneficial.

What We’re Looking For:

• Previous experience in IFA s is essential.
• Strong organisational and time management skills.
• Ability to manage multiple tasks while meeting deadlines.
• Experience with Group Pension & Protection schemes.

If you have the right experience and are looking for a structured, office-based role within a close-knit team, we’d love to hear from you.