Job Description
IFA Administrator
Location: Burnley
Salary: Up to £30,000
An established financial planning practice is seeking a IFA Administrator to join its busy team in Burnley. This role is key to ensuring existing clients receive an outstanding level of service, while supporting the smooth day-to-day operation of the office.
This opportunity would suit an organised and client-focused administrator with experience in financial services or a professional services environment.
Role Overview
As Client Servicing Administrator, you will provide comprehensive administrative and client servicing support, managing the end-to-end client review process and working closely with advisers and external providers to ensure high-quality outcomes for clients.
Key Responsibilities
"Manage the end-to-end client review process
"Book client review meetings within required timescales
"Prepare accurate and compliant review packs for client meetings
"Prepare and check outgoing correspondence and reports, including confidential information
"Deliver a consistently high standard of internal and external client care
"Provide administrative support to advisers, including meeting packs, business submissions and client requests
"Complete pre-meeting preparation and post-meeting follow-up, updating client records accurately on Salesforce CRM
"Answer incoming calls, dealing professionally with clients, providers and third parties
"Meet and greet clients and visitors to the office
"Liaise extensively with administration centres to progress transactions within agreed deadlines
"Produce templated client letters and reports
Skills, Experience & Knowledge
Essential
"Previous experience in an office-based support or administration role
"Strong written and verbal communication skills
"Excellent client service skills with the ability to build rapport quickly
"Good organisational and time management skills
"Strong attention to detail and accuracy
"Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
"Ability to multitask and remain calm under pressure
"Comfortable working independently and as part of a team
Desirable
"Experience working within financial services or a regulated environment
"Knowledge of relevant financial services regulation
"Experience using Salesforce or similar client management systems
Personal Attributes
"Quality-focused with a strong sense of ownership
"Positive and professional approach at all times
"Adaptable and open to change
"Proactive in learning and self-development
"Team-oriented with a collaborative mindset
"Strong planning and organisational abilities
Why Apply?
"Join a supportive and professional financial planning practice
"Develop long-term career opportunities within client services
"Work in a collaborative, client-focused environment
"Gain exposure to regulated financial services processes
Apply today via NJR Recruitment, or call quoting the reference NJR16461