ifa administrator Work, Jobs in york, eng (with Salaries)

IFA Administrator
NJR Recruitment —Wetherby
- £28,000 - £37,000 a year
- Financial services
- Communication skills
- Free parking
IFA Administrator
Capio Recruitment Financial Planning —Leeds
- £25,000 - £32,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- Free parking
Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking

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IFA Administrator

NJR Recruitment
Wetherby

Apply Now

Job details

Permanent
£28,000 - £37,000 a year

Benefits

Free parking
Company pension
Private medical insurance
On-site parking

Qualifications

Financial services
Communication skills
Certificate in Insurance

Full job description

Posted: 19/05/26 Recruiter: NJR Recruitment Reference: 3111281792 Type: Permanent Salary: £28,000 - £37,000 Annual Location: Wetherby, Yorkshire and the Humber Description:

IFA Administrator

Wetherby

£28,000 - £37,000

NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business.

Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities will include:

Diary Management
Liaising with clients, providers and 3rd parties
Processing new business
Creating meeting packs
Drafting and sending letters
Obtaining valuations and illustrations
General office admin

What's in it for you?

Salary range: up to £37k depending on experience
Discretionary bonus
8% employer pension contribution
25 days holiday + Bank Holidays
Private medical insurance
Death in service cover
Excellent progression and development
Free onsite parking

What do we need from you?

Previous experience doing a similar role, preferably within an Independent Financial Services environment.
Experience working with intelligent office is essential
Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions
Those working towards the CII Level 4 Diploma would be of most interest
Solid communication and articulations skills.

Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705

Apply Now

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