Job Description
IFA Administrator - National Wealth Management Firm Location: Harrogate (Hybrid - 3 days in the office, 2 days from home)Salary: Competitive + Excellent Benefits
A fantastic opportunity has arisen for a professional and proactive IFA Administrator to join the Harrogate office of a leading national wealth management firm. This is a key support role within a high-performing team, ideal for someone with strong administrative skills and experience within a financial planning environment.
About the Role
As an IFA Administrator, you will provide crucial support to Financial Advisers and Paraplanners, ensuring the smooth processing of client documentation and maintaining a high standard of client service. You’ll play an important part in the advice process, working collaboratively to help deliver timely, compliant and accurate client outcomes.
Key Responsibilities:
* Process new business applications across pensions, investments and protection
* Maintain up-to-date and accurate client records
* Liaise with providers to track progress and resolve queries
* Prepare and issue client correspondence and valuations
* Support advisers and paraplanners with meeting preparation and follow-up
* Ensure all tasks are completed in line with FCA regulations and internal procedures
What We’re Looking For:
* Previous experience in an IFA or wealth management administration role
* Knowledge of financial products such as pensions, investments and ISAs
* Strong attention to detail and organisational skills
* Confident working to deadlines and managing multiple priorities
* Excellent communication and client service skills
* Familiarity with financial planning software and platforms is desirable
Rewards & Benefits:
* Competitive salary, based on experience
* 7.5% employer pension contribution
* Discretionary annual bonus
* 25 days holiday plus 3 additional days over Christmas
* Private Medical Insurance
* Dental Insurance
* Life Assurance
* Health Cash Plan
* Employee Pension Scheme
* A wide selection of flexible benefits to choose from
* Hybrid working - 3 days in the Harrogate office, 2 days from home
This is a brilliant opportunity to join a supportive team within a highly regarded wealth management business that offers clear progression, training and long-term career development.