Senior IFA Administrator
North Leeds
£30,000–£35,000
NJR Recruitment are delighted to be working with a well-established and highly regarded Financial Planning firm in North Leeds, who are looking to appoint an experienced Senior IFA Administrator to join their growing team.
This is an excellent opportunity for an experienced Financial Services Administrator who is looking to take the next step in their career within a professional and supportive environment.
You will work closely with Financial Advisers and Paraplanners, taking ownership of a varied portfolio of administration and supporting the smooth running of the end-to-end advice process.
The Role
Your responsibilities will include:
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Handling complex client queries and providing a high level of service
- Preparing documentation for client reviews
- Obtaining and analysing portfolio valuations
- Processing new business across pensions, investments and protection
- Processing financial transactions accurately and efficiently
- Managing the end-to-end new business process
- Maintaining accurate and up-to-date client records
- Liaising with product providers and working across provider platforms and wrap systems
- Supporting the firm's compliance processes
- Identifying opportunities to improve CRM systems and administrative processes
- Working collaboratively with the wider team to ensure an efficient and high-quality client service
About You
The successful candidate will ideally have:
- A minimum of 3 years' experience within IFA / Financial Planning administration
- Strong knowledge of the financial planning process
- Experience dealing with pensions, investments and protection
- Good understanding of provider platforms and wrap systems
- Excellent attention to detail and organisational skills
- Strong communication skills and confidence dealing with clients and providers
- The ability to manage multiple cases and prioritise workloads effectively
- A proactive approach with a genuine interest in improving processes
- The ability to work independently while also being a strong team player
What's on Offer?
- £30,000–£35,000 salary, depending on experience
- 35-hour working week
- Hybrid working after probation
- 25 days' holiday + bank holidays
- Pension scheme
- Health plan
- Free on-site parking
- Career development and study support
- Opportunity to join an established and growing Financial Planning business
- Supportive and professional working environment
This is a great opportunity for an experienced IFA Administrator who wants to join a well-established firm where they can develop their career, take on responsibility and make a genuine contribution to the client experience.
For more information or to apply in confidence, please contact NJR Recruitment quoting NJR16928
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