IFA Administrator

NJR Recruitment; West of England; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Career development

Supportive team environment

Varied role covering new business and,

Job summary

NJR Recruitment is seeking an experienced IFA Administrator in Bristol for a well-established Financial Planning business. The role offers hybrid working and exposure to client servicing across the full client journey, from meeting preparation to reviews.

You will support Financial Advisers and the administration team with day-to-day tasks, provider platform processing, and maintaining CRM records, contributing to accurate, timely client service.

Qualifications

• Previous experience within IFA / Financial Services administration.
• Experience using provider platforms and processing new business.
• Experience with Intelligent Office / Intelliflo Office would be advantageous.
• Strong administrative and IT skills.
• Excellent attention to detail and accuracy.
• A flexible and adaptable approach.
• A genuine commitment to providing excellent client service.

Responsibilities

• Providing day-to-day administrative support to Financial Advisers and the Office Manager.
• Preparing basic client reports and supporting documentation.
• Processing new business and top-up business through provider platforms.
• Managing Letters of Authority.
• Maintaining accurate client records and updating the CRM system.
• Liaising with product providers regarding client instructions and transactions.
• Handling client and provider enquiries by telephone and email.
• Supporting the smooth day-to-day running of the office.

Skills

Attention to detail

Client service

Organisational skills

IT proficiency

Communication

Tools

Intelligent Office

Intelliflo Office

Job description

IFA Administrator

Bristol

£30,000 - £35,000

Hybrid Working

NJR Recruitment are delighted to be working with a well-established and growing Financial Planning business who are looking to recruit an experienced IFA Administrator to join their team in Bristol.

This is an excellent opportunity for someone with experience within an IFA or Financial Services environment who is looking to join a collaborative team where client service, accuracy and attention to detail are highly valued.

Working closely with Financial Advisers and the wider administration team, you will provide comprehensive administrative support throughout the client journey, from meeting preparation and new business through to ongoing servicing and annual reviews.

The Role

Your responsibilities will include:

• Providing day-to-day administrative support to Financial Advisers and the Office Manager
• Preparing basic client reports and supporting documentation
• Processing new business and top-up business through provider platforms
• Managing Letters of Authority
• Maintaining accurate client records and updating the CRM system
• Liaising with product providers regarding client instructions and transactions
• Handling client and provider enquiries by telephone and email
• Supporting the smooth day-to-day running of the office

About You

We're looking for an organised, proactive and client-focused individual who takes pride in delivering a high standard of work.

Ideally, you will have:

• Previous experience within IFA / Financial Services administration
• Experience using provider platforms and processing new business
• Experience with Intelligent Office / Intelliflo Office would be advantageous
• Strong administrative and IT skills
• Excellent attention to detail and accuracy
• A flexible and adaptable approach
• A genuine commitment to providing excellent client service

Candidates with strong general administration experience who are keen to develop their career within Financial Planning may also be considered.

What's on Offer?

• Salary up to £35,000, dependent on experience
• Hybrid working
• Opportunity to join a growing Financial Planning business
• Supportive and collaborative team environment
• Varied role covering both new business and ongoing client servicing
• Opportunity to develop your Financial Services knowledge and experience
• Professional and client-focused working environment

This is a great opportunity for an IFA Administrator looking for a varied role within a supportive and growing business, with the flexibility of hybrid working and plenty of opportunity to develop your skills.