Wealth Administrator - Nottingham

• Nottingham
• IFA Administration
• Intelligent Office

We’re working on behalf of a well-respected and growing financial planning firm that’s looking to expand its support team with a highly capable and organised IFA Administrator.

This role offers variety, responsibility, and the chance to work alongside a knowledgeable and supportive team who truly value their support function.
What you'll be doing:

• Managing a range of administrative workflows across new and existing business, ensuring nothing falls through the cracks.
• Maintaining and consolidating client data across platforms and systems – particularly using Intelligent Office (iO).
• Carrying out compliance and due diligence checks on business submitted.
• Working closely with advisers to create tailored proposals that respond to client concerns and objectives.
• Acting as a confident point of contact for a wide range of clients, providers, and third parties.
• Keeping the back office running smoothly by meeting deadlines and maintaining clear, consistent records.
• Processing fund switches, rebalances, contributions, withdrawals, LOAs, and model portfolio creation across multiple platforms.
• Generating valuations and reports, updating client portals, and ensuring every client touchpoint is accurate and professional.
• Applying your knowledge of group pensions and protection schemes, with an understanding of areas such as VCTs, GIP, DIS, and other financial products.

What we're looking for:

• Solid experience within an IFA or wealth management environment.
• A strong working knowledge of Intelligent Office (iO) is essential.
• Previous exposure to multiple investment platforms and FE Analytics.
• A team player who is equally comfortable working independently.
• A confident communicator who enjoys building relationships with clients and providers.
• Excellent time management and organisational skills – you take pride in staying on top of your workload.
• A proactive approach, with high attention to detail and the ability to handle sensitive client data with discretion.

This is a fantastic opportunity to join a team that genuinely values the role of operations and support staff in delivering first-class client service. If you're ready for a new challenge and want to work in a role where your contribution is recognised and trusted, we’d love to hear from you.

To find out more or to apply confidentially, please get in touch.