IFA Administrator

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

Ad ID: 5416869774