IFA Administrator
Wakefield College
IFA Administrator
Salary Not Specified
Wakefield College, The Park, City of Nottingham
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 20 Sep | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: aa1f018ee07e4c8c9b2be400b1448fe5
Full Job Description
Our dedicated Investment Management department is currently looking to recruit an IFA Administrator to join one of the largest law firm providers of independent financial advice in the UK and will be based in our Nottingham office. The individual needs to be highly motivated with a desire and passion for a career within wealth management. This is an exciting opportunity for an IFA Administrator to apply their skills and knowledge in a demanding yet supportive team environment. The successful candidate will be responsible for the following:
- Handling client data using our back office system (Intelliflo office)
- Dealing with general client administration
- Producing accurate valuation and charges statements for client annual reviews
- Processing new business and withdrawal requests promptly and be proactive when monitoring and progressing case
- Processing administrative changes to client portfolios on platforms, including abrdn, Transact and QuilterTo be successful in applying for this role, you must possess excellent client care skills, be technically strong with an eye for detail and have the ability to communicate effectively. You must also be reliable, organised, able to work in a busy environment, possess excellent time management and interpersonal skills, and be enthusiastic. As part of this role, you'll be given all the tools to succeed and can expect dedicated training, professional support and a host of benefits.
- 25 days' annual leave plus bank holidays and holiday purchase
- Healthcare cash plan
- Travel benefits
- Pension
- Flexible benefits portal
- Income Protection
- Life Assurance
- Discounts on selected legal service
- Hybrid Working
Nelsons is one of the largest and fastest growing law firms in the East Midlands with experts in Leicester, Derby and Nottingham. We look to empower our clients, to give them a voice, helping them to make the right financial decisions based on their own personal needs and objectives, steering them through any complex financial issues they may face. The desire to push ourselves forwards to better serve our clients has been a constant throughout our evolution. We are authorised and regulated by the Financial Conduct Authority.