IFA Administrator

IFA Administrator - Boutique Financial Planning PracticeLocation: Central Nottingham (Hybrid - 2-3 days office-based)Salary: Up to £30,000 + Company Benefits + Study Support

Are you an experienced Financial Planning Administrator looking for a more involved and rewarding role? Join a boutique Independent Financial Adviser (IFA) practice in the heart of Nottingham, working in a tight-knit, supportive team environment with real career progression opportunities.

This well-established boutique IFA firm forms part of a respected private insurance brokerage with 40-50 staff and a strong local presence. The IFA division is comprised of 3 Financial Planners and a support team of 5, working collaboratively to deliver tailored, client-centric financial advice.

You will work closely on a 1:1 basis with a Senior Financial Planner, acting as their dedicated administrator. This is an engaging and varied position that goes beyond standard back-office tasks. You’ll be a key point of contact for clients and take ownership of the adviser’s administrative workload (excluding paraplanning), enabling them to focus on delivering high-quality advice.

• End-to-end administration for new and existing business across pensions, investments, and protection

• Processing Letters of Authority and liaising with providers

• Managing the adviser’s diary, booking meetings, and coordinating client communications

• Attending some client meetings and maintaining strong, ongoing relationships

• Maintaining and updating client records using Intelligent Office (or similar CRM systems)

• Supporting the wider team with general administrative duties

• Previous experience in an IFA / Wealth Management admin role is essential

• Familiarity with Intelligent Office is highly desirable (or similar systems)

• Strong organisational skills with the ability to manage multiple priorities

• Professional communication skills and a client-focused approach

• A team player who thrives in a collaborative environment

• Competitive salary up to £30,000 (depending on experience)

• Hybrid working - minimum 2-3 days in the central Nottingham office

• Support for professional development, including exam sponsorship

• Clear pathways to Paraplanning or Adviser roles for those looking to progress

• Friendly and professional team culture in a growing, stable business

If you're an experienced IFA Administrator who’s ready to take the next step in your career, we’d love to hear from you.