IFA Administrator
<p><br /></p> <p><strong>IFA Administrator</strong></p> <p><strong>Harrogate</strong></p> <p><strong>£28,000 - £33,000 </strong></p> <p><br /></p> <p>NJR Recruitment is delighted to be working with a friendly and well-established <strong>Independent Financial Adviser firm in Harrogate</strong> who are looking to recruit an experienced <strong>IFA Administrator</strong> to join their close-knit team.</p> <p><br /></p> <p>This is an excellent opportunity for a <strong>career administrator</strong> who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team.</p> <p><br /></p> <p>The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing.</p> <p><br /></p> <p><strong>The Role</strong></p> <ul> <li>Processing new business applications across pensions, investments and protection </li><li>Preparing client review packs and meeting documentation </li><li>Obtaining valuations, illustrations and provider information </li><li>Liaising with clients, advisers and product providers </li><li>Managing Letters of Authority and chasing outstanding information </li><li>Updating and maintaining client records on back-office systems </li><li>Supporting advisers with ongoing servicing and client administration </li><li>Ensuring all work is completed accurately and within FCA guidelines </li></ul> <p><br /></p> <p><strong>About You</strong></p> <ul> <li>Previous experience within an <strong>IFA / Financial Planning Administration</strong> role</li><li>Strong understanding of pensions and investment products</li><li>Excellent attention to detail and organisational skills</li><li>Professional and personable communication skills</li><li>Comfortable managing workloads independently within a smaller team environment</li><li><strong>Intelliflo Office experience highly desirable</strong></li><li>This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising.</li></ul> <p><br /></p> <p><strong>Benefits</strong></p> <ul> <li><strong>Competitive salary </strong></li><li><strong>Enhanced pension scheme</strong></li><li><strong>Death in Service cover</strong></li><li><strong>25 days holiday + bank holidays</strong></li><li><strong>Early finish every Friday</strong></li><li><strong>Friendly and supportive office environment </strong></li></ul> <p><br /></p> <p>This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued.</p> <p><br /></p> <p>Apply today, or contact NJR Recruitment quoting NJR16712 for more information!</p>