IFA Administrator

IFA Administrator

Stockton-on-Tees

£27,000 - £32,000

An established and expanding Financial Planning firm in Stockton-on-Tees is looking to recruit an Experienced IFA Administrator to join their supportive and friendly team.

This is a fantastic opportunity for someone with financial services experience who enjoys working in a professional yet welcoming environment. The firm is growing steadily and prides itself on providing high-quality, client-focused advice.

The Role

You will play a key part in supporting Financial Advisers and ensuring a smooth, compliant client journey.

Key responsibilities will include:

• Processing new business across pensions, investments and protection
• Preparing client valuations, review packs and illustrations
• Managing Letters of Authority and liaising with providers
• Handling fund switches, withdrawals and policy updates
• Maintaining accurate records on back-office systems
• Acting as a key point of contact for clients and third parties
• Supporting advisers with pre- and post-meeting documentation

About You

To be considered, you will:

• Have previous experience within financial services
• Ideally have experience in an IFA / Financial Planning environment, though candidates from a product provider background will also be considered
• Possess strong organisational skills and attention to detail
• Be confident liaising with clients and providers
• Have a proactive and team-oriented approach
• Those with IO experience would be of most interest

The Opportunity

• Salary up to £32,000 depending on experience
• Fully office-based role in Stockton-on-Tees
• Free on-site parking
• Friendly, collaborative and growing team
• Stable and supportive working environment

This is an excellent opportunity for someone looking to build on their financial services experience within a well-run and expanding advisory firm.

For further information please apply today or contact one of our specialist consultants quoting REF:NJR16502