IFA Administrator

York

£26,000 - £28,000

Plus Excellent Bonus!

Are you an experienced IFA Administrator looking to join a supportive and forward-thinking financial planning firm? NJR Recruitment is working in partnership with a highly reputable and established independent advice firm in York, who are looking to welcome a skilled administrator into their expanding support team.

This is a fantastic opportunity for someone who takes pride in delivering first-class administrative support, with a focus on detail, client care, and adviser efficiency.

Key Responsibilities:

• Processing new business applications across pensions, investments, and protection
• Creating and maintaining client valuations and illustrations
• Chasing Letters of Authority and liaising with third-party providers
• Preparing pre-meeting documentation and review packs for advisers
• Supporting advisers with end-to-end client journey administration
• Keeping CRM records and compliance documentation up to date

What We're Looking For:

• Prior experience in an IFA or financial planning environment is essential
• Comfortable working with providers and back-office systems (e.g. Intelligent Office or similar)
• Excellent organisational and communication skills
• A proactive, detail-focused approach
• A team player who values delivering excellent client outcomes

Benefits Include:

• Bonus scheme
• Flexible working hours
• Free on-site parking
• Healthcare scheme
• Half-price gym membership
• Pension scheme
• Study support for professional qualifications

If you're looking to join a growing, values-led firm that truly invests in its people, we'd love to hear from you.

Apply today or for more information please contact one of our consultants quoting REF: NJR16623