IFA Administrator
<p><strong>IFA Administrator </strong></p> <p><strong>Harrogate</strong></p> <p><strong>£30,000 - £36,500 per annum</strong></p> <p><strong>Uncapped bonus</strong></p> <p><br /></p> <p>A fast-growing, Chartered and independent financial services firm based in Harrogate is seeking an experienced IFA Administrator to join their expanding team.</p> <p><br /></p> <p>This is an excellent opportunity to become part of a professional, client-focused business supporting Chartered Financial Planners and working with a varied client base that includes high-net-worth individuals, families, corporate entities and trusts.</p> <p><br /></p> <p><strong>What’s in it for you? </strong></p> <ul> <li><strong>Salary £30,000 - £36,500 (depending on experience)</strong></li><li><strong>Uncapped bonus scheme</strong></li><li><strong>Life cover and critical illness cover</strong></li><li><strong>Pension scheme</strong></li><li><strong>Flexible working hours</strong></li><li><strong>26 days holiday plus bank holidays</strong></li><li><strong>Free on-site parking</strong></li><li><strong>Quarterly team-building days and social events</strong></li></ul> <p><br /></p> <p>The Role</p> <p>As an IFA Administrator, you will work within a small, dedicated team supporting a select number of Chartered Financial Planners, playing a key role in delivering an exceptional client experience and ensuring smooth day-to-day operations.</p> <p><br /></p> <p>Key Responsibilities</p> <ul> <li>Arranging and managing annual client reviews</li><li>Scheduling meetings with prospective clients and managing Letters of Authority</li><li>Gathering and summarising policy information</li><li>Compiling illustrations and supporting documents for suitability reports</li><li>Processing new business, fund switches, withdrawals and transfers, liaising with clients and providers throughout</li><li>Maintaining accurate records and workflows on the back-office system</li><li>Assisting with overflow calls and providing reception cover when required</li></ul> <p><br /></p> <p>Requirements</p> <ul> <li>Previous experience in a similar IFA administration or client management role in financial planning</li><li>Strong understanding of financial products and FCA regulations</li><li>Experience using iO or similar back-office systems preferred</li><li>Exposure to platforms such as Quilter, Abrdn, Fidelity, Scottish Widows or Aegon advantageous but not essential</li><li>Excellent keyboard skills and a confident, professional telephone manner</li><li>Highly organised with strong attention to detail and the ability to manage multiple priorities</li></ul> <p><br /></p> <p><br /></p> <p>Apply Now</p> <p>Apply today via NJR Recruitment or call quoting the reference NJR16575</p> <p><br /></p> <p>Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.</p>