Senior IFA Administrator

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Senior IFA Administrator Tadcaster 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
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    • Location:
    Tadcaster
    Salary:
    £35,000
    Job Type:
    FullTime
    Category:
    Admin, Office, Secretarial & PA

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