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Senior ifa administrator

Tadcaster
Ifa administrator
£35,000 a year
Posted: 5h ago
Offer description

Senior IFA Administrator Tadcaster Up to £35,000 (DOE) NJR Recruitment are delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to recruit an experienced IFA Administrator to join their Tadcaster office. This is a fantastic opportunity to join a supportive and growing business, replacing a long-standing team member who is retiring. You will play a key role in supporting a Financial Adviser, whilst also working closely with a wider client support team across multiple offices. With plans to expand the team further, this is an exciting time to join the business. The Role This is a varied position combining both IFA administration and office management responsibilities, ideal for someone who enjoys being at the heart of a busy and professional environment. Key duties will include: Handling client queries Supporting client onboarding and documentation processes Coordinating client meetings and maintaining strong relationships Preparing meeting packs and client documentation Processing new and existing business across pensions, investments and protection Liaising with product providers and platforms Overseeing day-to-day running of the office Managing office supplies and ensuring a professional working environment About You Minimum 3 years experience within an IFA / Financial Planning environment Strong knowledge of platforms, providers and back-office systems Experience using Intelligent Office would be highly advantageous Highly organised with excellent attention to detail Confident communicator with a professional and personable approach Able to work independently whilst contributing to a wider team Whats on Offer Salary up to £35,000 (depending on experience) 25 days holiday bank holidays Stable and supportive working environment Opportunity to be part of a growing office and wider team Flexible start/finish times (subject to business needs) Full-time (5 days) or 4-day working week considered This is an excellent opportunity for an experienced IFA Administrator who is looking to take on a broader role within a friendly and professional firm where they can truly make an impact. Appy today or contact NJR Recruitment quoting NJR16585 for more information!

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