IFA Administrator

IFA Administrator

Harrogate

£26,000 - £28,000

The Role

An exciting opportunity has arisen for a Financial Planning Administrator to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.

The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.

Key Responsibilities

Client Servicing

• Act as a friendly and professional point of contact for client enquiries via phone, email and in person
• Organise meetings for both existing and prospective clients and assist with managing adviser diaries
• Liaise with clients regarding administrative queries and service requests
• Manage client expectations and service requirements to ensure a high level of client satisfaction
• Ensure action points from client meetings are diarised and followed up

Processing New Business

• Prepare meeting packs, including documentation for new business sign-ups
• Complete, submit and follow up applications, ensuring cases are processed in a timely and compliant manner
• Check documentation for accuracy and completeness
• Request required documentation from clients and issue policy documents
• Obtain quotes and policy details for advisers
• Process fund switches, rebalances and other transactions accurately within agreed timescales

What's in it for you?

• Genuinely competitive salary up to £28,000
• Hybrid Working
• Death in Service
• Income Protection
• Salary Sacrifice Schemes
• Opportunities for growth within a Chartered financial planning firm
• 25 days holiday + Bank Holidays
• Flexi Hours

Knowledge & Experience

Required:

• Previous administrative experience within financial services
• Excellent interpersonal and communication skills
• Ability to communicate clearly both verbally and in writing
• Strong organisational skills with the ability to prioritise workload
• Ability to work effectively within a regional team using both face-to-face and digital communication
• Strong computer literacy and ability to learn new systems
• Excellent time management and reliability

This is a great opportunity for someone looking to develop their career within a supportive and professional financial services environment while working closely with advisers and clients.

Apply today via NJR Recruitment or call quoting the reference NJR16524

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.