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Ifa administrator

Leeds
NJR Recruitment Ltd
Ifa administrator
£26,000 - £30,000 a year
Posted: 3 November
Offer description

IFA Administrator Leeds – Office Based Up to £30,000 Benefits Are you an experienced IFA Administrator looking to take the next step in your career? NJR Recruitment is working on behalf of a highly regarded and professional financial planning firm in Leeds who are looking to grow their support team. This is a fantastic opportunity for an organised, detail-focused administrator who wants to join a relaxed but professional team The Role: As part of the administration team, you will provide vital support to financial advisers, ensuring clients receive the highest levels of service. Responsibilities include: * Processing new business applications across pensions, investments and protection * Preparing valuations, client review packs and documentation ahead of meetings * Maintaining accurate client records and updating internal systems * Liaising with product providers and clients to chase outstanding information * Supporting advisers with technical administration, with the opportunity to move into suitability report writing About You: We are looking for someone who can demonstrate: * Previous experience in an IFA, financial planning, or wealth management firm (essential) * Strong understanding of financial products, including pensions and investments * Excellent organisational skills and attention to detail * A proactive, professional, and client-focused approach * Ambition to progress towards suitability report writing and developing technical knowledge would be a benefit What’s on Offer: * Salary up to £30,000 depending on experience * Full-time, office-based role in Leeds * 25 days holiday bank holidays * Free parking * Supportive team culture with career progression opportunities * Ongoing training and study support available This is a brilliant opportunity for a career-minded administrator who is looking for stability, professional growth, and a chance to develop their skills further within a supportive firm. For more information or to apply, please contact the team at NJR Recruitment today quoting NJR16021

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