Financial adviser administrator

Financial Adviser Administrator

Oldham Area | Flexible Hybrid Working (Up to 4 Days Working from Home)

Salary: Up to £32,000

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area.

This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management.

The Role

Working closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey.

You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales.

Key Responsibilities

• Provide high-quality administrative and technical support to Financial Planners
• Assist in delivering solutions that help clients achieve their financial objectives
• Ensure client files are complete and compliant, including all required identification and documentation
• Prepare for client meetings and complete all post-meeting follow-up activities
• Maintain and update client records accurately using Salesforce CRM
• Compile clear and comprehensive reports and documentation
• Prepare suitability letters and reports throughout the advice process
• Support the preparation of client reviews, including cashflow modelling updates and investment performance reporting
• Process new business applications accurately and maintain management information records
• Progress applications with product providers, clients and third parties to ensure timely completion
• Produce illustrations, reports and key client data
• Liaise extensively with provider administration centres to facilitate transactions and resolve queries
• Chase Letters of Authority and outstanding provider information
• Produce templated client correspondence and reports
• Handle incoming telephone calls professionally and confidently, providing excellent service to clients and providers

About You

To be successful in this role, you will have:

• Previous experience within an IFA or financial planning administration role
• Strong understanding of financial services processes and client servicing
• Excellent attention to detail and organisational skills
• Strong communication skills, both written and verbal
• Ability to manage multiple priorities and work to deadlines
• Confidence liaising with clients, providers and third parties
• Good IT skills and experience using CRM and back-office systems
• A proactive and professional approach with a strong focus on client service

What's on Offer?

• Salary up to £32,000
• Flexible hybrid working with up to 4 days working from home
• Company pension scheme
• Excellent staff benefits package
• Full training on company systems and compliance procedures
• Friendly, supportive and collaborative working environment
• Long-term career development opportunities within a growing business

If you're an experienced Financial Services Administrator looking for a flexible role within a professional and supportive team, we'd love to hear from you.

Apply today via NJR Recruitment or call quoting the reference NJR16784

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.