Eden Rose
IFA Administrator
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Job Ref
91088
Location
NOTTINGHAM
Salary
£25,000 - £28,000 Per Annum
Employment Type
Permanent
Location: Nottingham, Nottinghamshire
Type: Permanent
Job #91088
Salary: £25,000 - £28,000 Per Annum
IFA Administrator
We’re working with a well-established financial planning firm who are looking to recruit an experienced IFA Administrator to join their team.
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Responsibilities Include
- Processing new business across pensions, investments and protection
- Preparing valuations, review packs and client documentation
- Managing Letters of Authority and liaising with providers
- Supporting advisers with pre- and post-meeting administration
- Handling client queries and ongoing servicing requests
- Maintaining accurate client records on back-office systems
- Processing fund switches, withdrawals and policy updates
- Supporting adviser meetings and annual review processes
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We’re looking for someone with experience in an IFA or financial planning environment, strong attention to detail, and the ability to manage a busy workload.
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