IFA Administrator

Harrogate

£30,000 - £36,500 per annum

Uncapped bonus

A fast-growing, Chartered and independent financial services firm based in Harrogate is seeking an experienced IFA Administrator to join their expanding team.

This is an excellent opportunity to become part of a professional, client-focused business supporting Chartered Financial Planners and working with a varied client base that includes high-net-worth individuals, families, corporate entities and trusts.

The Role

As an IFA Administrator, you will work within a small, dedicated team supporting a select number of Chartered Financial Planners, playing a key role in delivering an exceptional client experience and ensuring smooth day-to-day operations.

Key Responsibilities

" Arranging and managing annual client reviews

" Scheduling meetings with prospective clients and managing Letters of Authority

" Gathering and summarising policy information

" Compiling illustrations and supporting documents for suitability reports

" Processing new business, fund switches, withdrawals and transfers, liaising with clients and providers throughout

" Maintaining accurate records and workflows on the back-office system

" Assisting with overflow calls and providing reception cover when required

Requirements

" Previous experience in a similar IFA administration or client management role in financial planning

" Strong understanding of financial products and FCA regulations

" Experience using iO or similar back-office systems preferred

" Exposure to platforms such as Quilter, Abrdn, Fidelity, Scottish Widows or Aegon advantageous but not essential

" Excellent keyboard skills and a confident, professional telephone manner

" Highly organised with strong attention to detail and the ability to manage multiple priorities

What's in it for you?

" Salary £30,000 - £36,500 (depending on experience)

" Uncapped bonus scheme

" Life cover and critical illness cover

" Pension scheme

" Flexible working hours

" 26 days holiday plus bank holidays

" Free on-site parking

" Quarterly team-building days and social events

Apply Now

Apply today via NJR Recruitment or call quoting the reference NJR16575