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Ifa administrator (harrogate)

Harrogate
Permanent
Ifa administrator
€30,000 a year
Posted: 3 June
Offer description

Fram Search is partnering with a respected Financial Planning firm seeking an IFA Administrator to support its advisory team and help deliver an exceptional client experience. This is a varied role supporting both new and existing clients, ensuring business is processed efficiently while maintaining accurate records and strong communication with providers, advisers, and clients. Key responsibilities: Processing new business and tracking cases through to completion Maintaining client records and updating the Intelliflo back-office system Managing Letters of Authority and client valuations Processing fund switches and monitoring progress Supporting advisers with documentation, fact finds, and case preparation Managing diaries, follow-ups, and general client servicing activities What's on offer: Supportive and professional team environment Exposure to the full financial planning process Opportunity to develop your financial services knowledge Long-term career prospects within a respected firm This role would suit someone with previous financial services administration experience, ideally gained within an IFA or wealth management environment. Strong organisational skills, attention to detail, and a client-focused approach are essential. Applicants must have the right to work in the UK.

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