Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915
Sep 01, 2025
Full time
Senior IFA Administrator Nottingham Salary up to £30,000 BENEFITS Holiday - 23 days plus + Statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years. Pension - Contributory pension scheme. ER contribution of 5% EE minimum contribution 3%. Subject to auto enrolment eligibility. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training, and individual development plans Employee assistance programme Flexible working hours Friday early finish - 4pm Bonus scheme - up to 5% of salary payable annually NJR Recruitment are delighted to be working in Partnership with a very well-known National Firm of Independent Financial Planners who are looking to recruit an experienced Administrator to join their team in Nottingham. The successful candidate will be provide full support one Adviser in all aspects of client support, where the successful candidate will carry out a wide variety of duties / responsibilities including; " Meeting preparation " Collating all the required documents and research for report preparation " Submitting new business on and off platforms " Income payments and withdrawals " Preparing files for client visits " Producing Valuations and Illustrations " Liaise with both internal and external stakeholders by telephone, letter and E-mail " Maintenance of all administration systems " Ensuring that all client data is accurate and up to date " Maintenance of diary management system " Ensuring that daily workflow is completed in line with SLA's " Ensure appropriate documentation is scanned and attached to the relevant client records. This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants. For further information please contact one of our specialist consultants quoting REF: NJR15915
This leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Sep 01, 2025
Full time
This leading, independent provider of specialist pensions, trustee, and employee benefits solutions are looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team. The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients. Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions. The Senior DC Pensions Consultant will also have responsibility for generating revenue and will be measured on both retained and new revenue. The successful Senior DC Pensions Consultant will need to have strong technical knowledge of Defined Contribution Pensions schemes. Studying towards completion of a specialist/ technical qualification, such as APMI, CFA, CFP, or IMC is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within DC pensions consulting. In return, the Senior DC Pensions Consultant will be rewarded with a generous basic salary with bonus and benefits, as well as a clear pathway into the Leadership Team. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
