IFA Administrator

IFA Administrator

Harrogate

£28,000 - £33,000

NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team.

This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team.

The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing.

• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Obtaining valuations, illustrations and provider information
• Liaising with clients, advisers and product providers
• Managing Letters of Authority and chasing outstanding information
• Updating and maintaining client records on back-office systems
• Supporting advisers with ongoing servicing and client administration
• Ensuring all work is completed accurately and within FCA guidelines

• Previous experience within an IFA / Financial Planning Administration role
• Strong understanding of pensions and investment products
• Excellent attention to detail and organisational skills
• Professional and personable communication skills
• Comfortable managing workloads independently within a smaller team environment
• Intelliflo Office experience highly desirable
• This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising.

• Competitive salary
• Enhanced pension scheme
• Death in Service cover
• 25 days holiday + bank holidays
• Early finish every Friday
• Friendly and supportive office environment

This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued.

Apply today, or contact NJR Recruitment quoting NJR
16712 for more information!