IFA Administrator

Are you an experienced IFA Administrator looking for a fresh challenge in a supportive, professional and client-focused environment?

We're looking for a highly organised, detail-driven Client Servicing Administrator to join our clients Harrogate team. You'll play a key role in supporting our Financial Advisers and delivering outstanding ongoing service to our clients.

Salary up to £35,000 + Hybrid working 3 days in the office and 2 from home.

If you thrive on accuracy, enjoy building strong working relationships, and take pride in delivering excellent service, we'd love to hear from you.

The Role

As part of our collaborative administration team, you'll provide comprehensive administrative and operational support to both clients and advisers. This is a varied and rewarding role where no two days are the same.

You'll be trusted to manage client servicing tasks from start to finish, ensuring everything is completed efficiently, professionally and in line with service standards.

Client & Adviser Support

• Working closely with Financial Advisers to deliver ongoing support to clients.
• Managing client and third-party requests through to timely resolution.
• Assisting with new client onboarding and ensuring a smooth client journey.
• Preparing high-quality client correspondence, documentation and forms.
• Arranging and overseeing client review meetings through to completion.
• Generating invoices and fee expectations in line with finance processes.

What We're Looking For

• Experience working in an IFA or Wealth Management firm
• Strong Microsoft Office skills.
• Excellent attention to detail and commitment to accuracy.
• Professional, discreet and confident when handling sensitive information.
• Strong written and verbal communication skills.
• Ability to prioritise, manage workloads and meet deadlines.
• A team player who can follow processes but also use initiative when needed.