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
#ADM
Pay: £26,000.00-£28,000.00 per year
Application question(s):
- Do you have experience working in wealth management?
Work Location: In person
