Job Description
IFA Administrator
Bradford
£26,000 - £32,000
NJR Recruitment is delighted to be working exclusively with a highly respected, long-established professional services firm to recruit an Experienced IFA Administrator to join their growing Financial Planning team.
This opportunity sits within a well-regarded accountancy practice that offers independent financial advice alongside its core services, providing a strong and consistent stream of high-quality referrals. The firm prides itself on professionalism, client care and long-term relationship building.
The Role
As an experienced IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth and compliant processing of new and existing business.
Key responsibilities will include:
* Processing new business applications across pensions, investments and protection
* Preparing client valuations, review packs and illustrations
* Managing Letters of Authority and liaising with providers
* Handling fund switches, withdrawals and contribution updates
* Maintaining accurate records on back-office systems
* Acting as a key point of contact for clients and third parties
* Supporting advisers with pre- and post-meeting documentation
About You
To be considered, you will have:
* Previous experience within an IFA / Financial Planning environment
* Strong knowledge of pensions and investment products
* Experience using industry back-office systems and platforms
* Excellent attention to detail and organisational skills
* A professional and client-focused approach
* The ability to manage workloads effectively within a busy practice
The Opportunity
This is an excellent opportunity to join a stable, reputable firm offering:
* A supportive and collaborative team environment
* Hybrid working
* Annual bonus
* Comprehensive Pension Scheme
* Long-term career stability
* Competitive salary dependent on experience
If you are an experienced IFA Administrator seeking a secure and professional environment where your contribution will be valued, we would be delighted to hear from you.
For a confidential discussion, please contact NJR Recruitment quoting NJR16463