Senior IFA Administrator

10 Days Old

Job Description

Senior IFA Administrator

Whats on Offer

  • Salary up to£35,000 (depending on experience)
  • 25 days holiday + bank holidays
  • Stable and supportive working environment
  • Opportunity to be part of a growing office and wider team
  • Flexible start/finish times (subject to business needs)
  • Full-time (5 days)or4-day working week considered

Up to £35,000 (DOE)

NJR Recruitment are delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to recruit an experienced IFA Administrator to join their Tadcaster office.

This is a fantastic opportunity to join a supportive and growing business, replacing a long-standing team member who is retiring. You will play a key role in supporting a Financial Adviser, whilst also working closely with a wider client support team across multiple offices. With plans to expand the team further, this is an exciting time to join the business.

The Role

This is a varied position combining both IFA administration and office management responsibilities, ideal for someone who enjoys being at the heart of a busy and professional environment.

Key duties will include:

  • Handling client queries
  • Supporting client onboarding and documentation processes
  • Coordinating client meetings and maintaining strong relationships
  • Preparing meeting packs and client documentation
  • Processing new and existing business across pensions, investments and protection
  • Liaising with product providers and platforms
  • Overseeing day-to-day running of the office
  • Managing office supplies and ensuring a professional working environment

About You

  • Minimum 3+ years experience within an IFA / Financial Planning environment
  • Strong knowledge of platforms, providers and back-office systems
  • Experience using Intelligent Office would be highly advantageous
  • Highly organised with excellent attention to detail
  • Confident communicator with a professional and personable approach
  • Able to work independently whilst contributing to a wider team


This is an excellent opportunity for an experienced IFA Administrator who is looking to take on a broader role within a friendly and professional firm where they can truly make an impact.

Appy today


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Location:
Tadcaster
Job Type:
FullTime
Category:
Technology

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