Job Title: IFA Administrator
Location: Harrogate, North Yorkshire
Salary: £27,000 – £35,000 + Bonus Scheme
Full-Time, Permanent
Reference Number: 9603
About Us:
A well-established and highly respected Independent Financial Advice (IFA) firm based in the beautiful town of Harrogate is looking for an experienced IFA Administrator to join a growing team. The company is an award-winning chartered Financial Planning firm.
You will be supporting a team of expert advisers who provide tailored financial solutions to a diverse range of clients, helping them achieve their financial goals.
Role Overview:
As an IFA Administrator, you will play a vital role in supporting our Financial Advisers and ensuring the smooth and efficient running of the office. You will be responsible for handling a wide range of administrative tasks to ensure the highest level of client service. This role offers an excellent opportunity for those looking to develop their career within financial services.
Key Responsibilities:
* Providing administrative support to IFA’s, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.
* Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.
* Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.
* Managing client files and ensuring all documentation is kept up to date and compliant with industry regulations.
* Assisting with the management of client portfolios and data entry into internal systems.
* Maintaining accurate records and processing client information efficiently.
* Dealing with client queries and providing general administrative support as needed.
Skills & Experience Required:
* 2-3 years minimum experience working in the Financial Planning industry.
* Strong administrative and organizational skills with excellent attention to detail.
* Ability to manage multiple tasks and prioritize workload efficiently.
* Good understanding of financial products and services (or a willingness to learn).
* Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).
* Excellent communication skills, both written and verbal.
* Ability to work well within a team and independently.
Desirable:
* Experience with financial planning software (such as Intelligent Office or FE Analytics).
* Experience using Intelligent Office.
Why Join Us?
* Competitive salary of Up to £35,000 + Bonus scheme.
* Opportunity to work in a professional, supportive, and friendly team environment.
* Ongoing training and development to help you grow in your career.
* Convenient office location in Harrogate with great local amenities.
If you are proactive, detail-oriented, and eager to develop your career within financial services, we would love to hear from you!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Harrogate on an IFA Administrator role.
Our commitment to you:
* Start every journey with a conversation to find out about you in-depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
* Take a holistic mindfulness approach – career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.