IFA Administrator,
Nottingham (Hybrid)
Hybrid + Travel Benefits + Pension Scheme + Well being programme + Healthcare Plan + 25 days annual leave + Purchase Scheme + Legal services discount
Are you a detail oriented administrator with a passion for financial services and wealth management?
This is an exciting opportunity to join a leading regional law firm as they look expand their wealth management footprint, offering the scale, resources and development opportunities of a larger organisation while maintaining a strong local presence.
You’ll join a well established Investment Management team, supporting advisers and playing a key role in delivering high-quality financial services to clients. This position offers variety, responsibility and the chance to develop your career within a supportive and professional environment.
The Role:
*Supporting advisers with day-to-day administration and client servicing
*Managing client data using back-office systems
*Coordinating adviser diaries and handling general client communications
*Managing group pension data and maintaining accurate records
*Processing mail merges for client reporting and communications
*Administering changes to client portfolios across platforms and WRAP products
The Person:
*Previous experience within financial services or administration desirable
*Strong attention to detail and high level of accuracy
*Excellent organisational and time management skills
*Confident communicator with strong client care abilities
*Proficient in Microsoft Office and comfortable using financial systems
*Motivated, reliable and able to work effectively in a busy environment