IFA Administrator

Eden Rose; Harrogate; On-site; GBP 22,000 - 28,000; Full time

Job summary

Eden Rose seeks an experienced IFA Administrator to join our Harrogate-based team. The role supports Financial Advisers and Paraplanners, handling new business, client documentation, and liaison with clients and providers.

The ideal candidate will have IFA/financial planning administration experience, strong organisational and communication skills, and keen attention to detail to manage multiple tasks and meet deadlines.

Qualifications

• Previous experience within IFA, financial planning or wealth management administration
• Strong organisational and communication skills
• Excellent attention to detail
• Ability to manage multiple tasks and meet deadlines
• Confident liaising with clients, advisers and providers
• Experience with financial planning systems or CRM platforms is desirable

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners
• Preparing and processing new business and client documentation
• Liaising with clients, providers and third parties
• Requesting valuations and policy information
• Processing Letters of Authority
• Assisting with pension, investment and protection administration
• Maintaining accurate client records and updating the CRM
• Supporting advisers with ongoing client reviews and general administration

Skills

Administrative support

Organisational skills

Communication skills

Attention to detail

Client liaison

Tools

CRM platforms

Financial planning systems

Job description

We are currently recruiting for an experienced IFA Administrator to join a well-established financial planning business based in Harrogate.

This is a great opportunity for someone with previous IFA, financial planning or wealth management administration experience who is looking to join a supportive team and develop their career within financial services.

Key responsibilities:

• Providing administrative support to Financial Advisers and Paraplanners
• Preparing and processing new business and client documentation
• Liaising with clients, providers and third parties
• Requesting valuations and policy information
• Processing Letters of Authority
• Assisting with pension, investment and protection administration
• Maintaining accurate client records and updating the CRM
• Supporting advisers with ongoing client reviews and general administration

About you:

• Previous experience within IFA, financial planning or wealth management administration
• Strong organisational and communication skills
• Excellent attention to detail
• Ability to manage multiple tasks and meet deadlines
• Confident liaising with clients, advisers and providers
• Experience with financial planning systems or CRM platforms is desirable

What's on offer:

• Based in Harrogate
• Supportive working environment
• Opportunities for career progression and development
• The chance to build a long-term career within financial planning