At a Glance
- Tasks: Support financial advisers and clients with pensions, investments, and protection business.
- Company: Friendly and well-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
- 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 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 a commitment to employee growth, this role offers a stable and rewarding career in financial planning, complemented by a positive work culture and an early finish every Friday.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨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, just like the one at the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in financial planning administration and any relevant skills, like your understanding of pensions and investments. We want to see how you fit into our friendly team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you're excited about joining our close-knit team in Harrogate. Share your passion for the operational side of financial planning and how you can contribute to our supportive environment.
Showcase Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is accurate, just like we do with our client records!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
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. The interviewers will likely ask you about these areas, so being able to speak confidently about them will show that you're the right fit for the IFA Administrator role.
✨Showcase Your Organisational Skills
Since this role requires excellent attention to detail and organisational skills, prepare examples from your past experience where you've successfully managed workloads or improved processes. This will help demonstrate your ability to thrive in a smaller team environment.
✨Communicate Professionally
Practice your communication skills before the interview. You’ll need to liaise with clients, advisers, and product providers, so being personable yet professional is key. Consider role-playing with a friend to get comfortable with articulating your thoughts clearly.
✨Familiarise Yourself with Intelliflo Office
If you have experience with Intelliflo Office, be ready to discuss it. If not, do some research to understand how it works and its relevance to the role. Showing that you're proactive about learning new systems can set you apart from other candidates.
