Independent Financial Advisor ("IFA") Administrator

Why join Nelsons:

Nelsons is one of the largest and fastest growing law firms in the East Midlands with experts in Leicester, Derby and Nottingham. In 2023, Nelsons became part of Lawfront, a national group of leading regional law firms dedicated to delivering comprehensive legal support to individuals and businesses nationwide. Committed to strategic growth, Lawfront is aiming to build a group in the top 10 of UK regional law firms. As part of this group, you will be able to benefit from working locally for a well-respected leading law firm whilst accessing the scale, investment resources, expertise and professional development opportunities of a national organisation.

We look to empower our clients, give them a voice, fight for them, help them seek justice and steer them through complex legal issues they face. The desire to push ourselves forwards to better serve our clients has been a constant throughout our evolution. With a defined vision and plan for growth, we have created a culture of working together to achieve and are looking to recruit people with ambition, drive and a can-do attitude to be part of our journey.

The successful candidate can expect a competitive package and benefits that you’d expect from a leading regional law firm which is part of a group of national scale.

The role:

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),
• Managing Advisor’s diaries and dealing with general client administration,
• Managing group pension data,
• Processing mail merges for bulk reporting processes and communications to clients, and,
• Processing administrative changes to client portfolios on platforms and WRAP products.

To 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.

The extras:

To mention a few of the benefits on offer

• 25 days’ annual leave plus bank holidays and holiday purchase
• Healthcare cash plan
• Travel benefits
• Pension
• Well-being programme
• Discounts on selected legal service
• Hybrid Working

With a defined vision and growth plan on track, we have created a culture of working together to achieve and are looking to recruit people who have a can-do attitude to be part of our journey and vision.

Details

Type

Permanent - Full Time

Office

Nelsons Nottingham Office

Location

Nottingham

Salary Description

Competitive salary and an excellent benefits package

Job Function

Investment Management