At a Glance
- Tasks: Support financial advisers and clients with pensions, investments, and protection business.
- Company: Friendly and established Independent Financial Adviser firm in Harrogate.
- Benefits: Competitive salary, enhanced pension scheme, 25 days holiday, and early finishes on Fridays.
- Other info: Stable long-term career opportunity in a professional environment.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in IFA administration and strong understanding of financial products.
The predicted salary is between 28000 - 33000 € per year.
NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team.
The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing.
The Role
- Processing new business applications across pensions, investments and protection
- Preparing client review packs and meeting documentation
- Obtaining valuations, illustrations and provider information
- Liaising with clients, advisers and product providers
- Managing Letters of Authority and chasing outstanding information
- Updating and maintaining client records on back-office systems
- Supporting advisers with ongoing servicing and client administration
- Ensuring all work is completed accurately and within FCA guidelines
About You
- Previous experience within an IFA / Financial Planning Administration role
- Strong understanding of pensions and investment products
- Excellent attention to detail and organisational skills
- Professional and personable communication skills
- Comfortable managing workloads independently within a smaller team environment
- Intelliflo Office experience highly desirable
This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising.
Benefits
- Competitive salary
- Enhanced pension scheme
- Death in Service cover
- 25 days holiday + bank holidays
- Early finish every Friday
- Friendly and supportive office environment
This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
IFA Administrator in Harrogate employer: NJR Recruitment Ltd
Join a well-established Independent Financial Adviser firm in Harrogate, where you will be part of a friendly and supportive team that values your contributions. With a competitive salary, enhanced pension scheme, and 25 days holiday plus bank holidays, this role offers a stable environment for career administrators looking to thrive in financial planning. Enjoy an early finish every Friday and the opportunity to grow within a professional setting that prioritises employee well-being and development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investment products. We want you to feel confident discussing these topics, as they’re key to the IFA Administrator role. Practice common interview questions with a mate to get into the groove!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed workloads independently. This will highlight your ability to thrive in a smaller team environment, which is exactly what they're looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace IFA Administrator in Harrogate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA or financial planning administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your understanding of pensions and investment products, and how you can contribute to the team’s success.
Showcase Your Communication Skills:Since the role involves liaising with clients and advisers, make sure to demonstrate your professional and personable communication style in your application. This will help us see how you’d fit into our friendly team!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at NJR Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarise yourself with the financial planning process and be ready to discuss how you've handled similar tasks in previous roles.
✨Showcase Your Organisational Skills
Since this role requires excellent attention to detail and organisational skills, prepare examples that demonstrate how you've successfully managed workloads and maintained accurate records in past positions.
✨Communicate Like a Pro
Practice your communication skills! You'll need to liaise with clients, advisers, and product providers, so think about how you can convey your professional yet personable approach during the interview.
✨Be Ready for Practical Scenarios
Expect to face practical scenarios or questions related to managing client information and processing applications. Think through how you would handle these situations and be prepared to share your thought process.
