IFA Administrator

JHR Recruitment; Ilkley; Hybrid; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Salary £28k-£30k

Hybrid work

Pension 6%

Death in service 5x

Job summary

JHR Recruitment seeks an experienced IFA Administrator for a central Ilkley-based wealth management business. You will provide essential administrative support across new business, existing clients and the wider financial planning team.

The role covers processing new business, client servicing, preparing valuations and reports, and managing documentation through Papercloud and Intelliflo. This is a relaxed, professional environment with two days remote working after probation.

Qualifications

• 12 years experience in a financial services administration role.
• Experience of new business processing and client servicing.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills and a professional approach.
• Previous experience using Intelliflo would be advantageous, although not essential.
• An interest in progressing your career and working towards relevant financial services qualifications.

Responsibilities

• Processing new business across a range of financial products, including fund switches.
• Supporting existing clients with enquiries and general servicing requirements.
• Preparing documentation for client meetings, including valuations and reports.
• Processing fees and invoices.
• Managing and securely maintaining client documentation through Papercloud.
• Maintaining the Intelliflo database and managing tasks.
• Working closely with advisers and the wider team to ensure a smooth and efficient client journey.

Skills

financial services administration

Intelliflo

Tools

Intelliflo

Job description

IFA Administrator

Ilkley | £28,000 £30,000 | Full-time | Hybrid

Are you an experiencedIFA Administratorlooking for your next opportunity within a friendly, supportive wealth management environment?

We're working with an established financial services business based incentral Ilkleythat is looking to add an experienced IFA Administrator to its growing team. This is a great opportunity to join a relaxed, professional environment where you'll be trusted to get on with your work, with no unnecessary micromanagement.

The Role

As an IFA Administrator, you'll provide essential administrative support across new business, existing clients and the wider financial planning team.

Your responsibilities will include:

• Processing new business across a range of financial products, including fund switches
• Supporting existing clients with enquiries and general servicing requirements
• Preparing documentation for client meetings, including valuations and reports
• Processing fees and invoices
• Managing and securely maintaining client documentation through Papercloud
• Maintaining the Intelliflo database and managing tasks
• Working closely with advisers and the wider team to ensure a smooth and efficient client journey

About You

We're looking for someone with previousfinancial services administration experience, ideally gained within an IFA practice, wealth management firm or similar financial services environment.

You'll ideally have:

• 12 years experience in a financial services administration role
• Experience of new business processing and client servicing
• Strong organisational skills and excellent attention to detail
• Confident communication skills and a professional approach
• Previous experience usingIntelliflo would be advantageous, although not essential
• An interest in progressing your career and working towards relevant financial services qualifications

The Team & Culture

You'll be joining a relatively young, close-knit team in arelaxed and friendly office environment. The culture is very much based around trust and accountability, you'll be given the autonomy to manage your workload.

The office is based incentral Ilkley, with the team working collaboratively in the office and the opportunity to work from hometwo days per week following successful completion of probation.

What's on Offer?

• £28,000 £30,000 salary
• Monday to Friday,9am 5pm
• Hybrid working 2 days from home after probation
• 6% employer pension contribution
• 5x salary death in service
• Discretionary bonus
• Support towards financial services qualifications
• Friendly, relaxed working environment
• Opportunity to develop within an established wealth management business

Location:Central Ilkley
Hours:MondayFriday, 9am5pm
Salary:£28,000£30,000
Working pattern:Full-time, hybrid following probation
Start date:Ideally ASAP