IFA Administrator

Job Title:

IFA Administrator Industry: Financial Advice

Location:

Nottingham Salary:
Up to 32,000 Job Description

Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Nottingham.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

• Handle new business applications and liaise with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

• Salary up to £32,000 depending on experience
• 28 days' holiday plus bank holidays
• Birthday off
• Early finish on Fridays
• Pension contributions
• Strong benefits package
• Ongoing development and career progression
• Supportive and collaborative team

• A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm
• Experience with Intelligent Office or Xplan is highly advantageous