Senior IFA Administrator
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
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)or4-day working week considered
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 xxuwjjq 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
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.
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