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IFA Administrator (Work Life Balance)

Ernest Gordon Recruitment Limited

Nottingham

Hybrid

GBP 30,000 - 34,000

9 days ago

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Job summary

An established financial services provider is seeking an IFA Administrator to join their friendly team in Nottingham. This role offers a perfect work-life balance with flexible hours and a hybrid working model. You'll be responsible for supporting paraplanners and advisers, processing client information, and handling general administrative duties. This opportunity is ideal for someone looking for a stable, permanent role within a supportive environment that values its employees. Join a company that prides itself on its bespoke approach to financial advice and enjoy the benefits of a collaborative culture.

Benefits

Training

Flexible Hours

Company Benefits

Study Support

Qualifications

  • Experience in IFA administration with a focus on client support.
  • Stable role preference with a strong work-life balance.

Responsibilities

  • Serve as a point of contact for clients and manage their information.
  • Support paraplanners and advisers with administrative tasks.

Skills

Client Communication

Admin Support

Investment Processing

Pension Transfers

Education

Relevant Financial Services Qualifications

Job description

IFA Administrator (Work Life Balance)

30,000 - 34,000 + Training + 35 Hours a Week + Flexible Hours + Company Benefits + Hybrid + Study Support

Nottingham

Are you an IFA Administrator looking to join a tight knit Financial Services provider which will offer you flexible working hours, hybrid working, 35 hours per week and a friendly office culture?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a Financial Administrator to bolster their team.

Your role will involve supporting the paraplanners and advisers with their admin requirements. This role offers ultimate work life balance within a friendly team in a well-established company.

The Role

  1. Serving as a point of contact for Clients
  2. Processing Client information
  3. General Admin duties
  4. 8-4 or 9-5 with a 4pm finish on a Friday

The Person

  1. IFA Admin
  2. Looking for a stable permanent role with work life balance
  3. Experience processing investments and pension transfers


Reference Number: 18232

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
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