IFA Administrator

Bureau Land; York; Hybrid; GBP 24,000 - 27,000; Full time

Job summary

An established financial services practice is seeking a motivated IFA Administrator to support a team of senior Financial Planners. This dynamic role offers the chance to engage directly with clients, manage various administrative tasks, and contribute to the financial planning process. The ideal candidate will have a solid understanding of pensions and investments, along with excellent communication skills. Join a forward-thinking company that values career development and offers a hybrid working environment, generous bonuses, and a supportive team culture. If you're ready to take the next step in your financial services career, this opportunity is perfect for you.

Benefits

Generous Bonus Schemes

Hybrid Working

Flexible Hours

Free Parking

Healthcare Scheme

Half Price Gym Membership

Pension

Study Support

Career Development

Qualifications

• Previous experience in financial planning is essential.
• Good knowledge of pensions and investments is required.

Responsibilities

• Process new business applications and create client valuations.
• Liaise with product providers and prepare documentation for advisers.

Skills

Financial Planning

Pensions Knowledge

Investment Knowledge

Intelligent Office (IO)

Communication Skills

Job description

IFA Administrator

York

£24,000 – £27,000

NJR Recruitment are pleased to be working with a well-established Financial Services Practice, who are now seeking an ambitious and experienced Financial Planning Administrator to join their team on a full-time basis.

What’s in it for you?

• Generous Bonus Schemes
• Hybrid Working
• Flexible Hours
• Free Parking
• Healthcare Scheme
• Half Price Gym Membership
• Pension
• Study Support
• Career Development

This role will work directly for a small team of senior Financial Planners who advise clients on all aspects of pensions, investment, and protection products. Providing direct administration support, the role will be varied, fast-paced, and demanding, so we are looking for someone that is organised and not afraid to get stuck in!

Duties will include:

• Processing new business applications
• Creating Client Valuations & Illustrations
• Chasing Letters of Authority
• Liaising with Product Providers & third parties
• Preparing pre-meeting documentation for the Adviser
• Diary management
• Speaking to clients

What do we need from you?

• Previous experience working in financial planning is essential
• A good knowledge of pensions, investments, and other financial planning products
• Ideally experience with Intelligent Office (IO)

Candidates applying ideally will have previous experience working for a firm of Financial Planners, a Pensions Consultancy, or a Provider background. You will understand how the financial services industry works and be keen to develop your skills and progress a career within Financial Planning.

Excellent communication skills are required. You will be smartly presented, offer first-class communication skills, and have the ability to liaise with HNW Individuals.

For more information, please contact one of our consultants quoting REF: NJR15417