Job Role: IFA Administrator

Location: Nottingham (Hybrid Working Available)

Salary: Up to £30,000 (dependent on experience)

Reference Number: 9882

Advertised by: Recruit UK

Recruit UK is working on behalf of a highly regarded Chartered Financial Planning firm that delivers goal-based, holistic advice to clients. Recognised as a Top 100 Financial Planning company and one of the best firms to work for in the sector, they are looking for a skilled and motivated IFAAdministrator to join their collaborative and client-focused team.

This opportunity is suitable for both aspiring Paraplanners and dedicated career administrators alike.

About the Role:

As an IFA Administrator, you will provide vital support to financial planners and paraplanners, ensuring efficient, compliant, and client-focused service delivery. This is an ideal opportunity for someone who thrives in a values-led business that promotes innovation, personal growth, and a caring, inclusive culture.

Key Responsibilities:

• Process authority letters and gather financial data for new clients and annual reviews
• Prepare application forms and relevant client documentation
• Handle financial transactions on platforms, including investments and policy updates
• Assist with preparing client reviews and updating goals information
• Manage post, emails, and general client correspondence
• Respond to administrative queries from clients and internal teams
• Provide day-to-day support to financial planners and paraplanners

What We're Looking For:

• At least two years of experience in an administrative role within a financial planning firm
• Strong organisational skills and meticulous attention to detail
• Excellent problem-solving skills and a proactive mindset
• Experience with financial products, including investments, insurance policies, and fund switches
• Confidence using CRM systems, investment platforms, and project management tools
• A collaborative attitude with a commitment to continuous professional development
• Relevant financial administration qualifications are advantageous

What’s on Offer:

• Starting salary of up to £30,000
• Great benefits, including pension, life insurance, online GP access, and generous holidays with buy-more options
• Study and paid exam support towards Paraplanner level
• A welcoming and supportive team culture that values collaboration and innovation
• Comprehensive training and full support for qualifications and development
• Hybrid working structure: in-office Tuesday–Thursday, with remote working options
• An inclusive workplace where diversity is genuinely embraced

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on an IFA Administrator role in Nottingham.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.