PA - Financial Services

PA - Financial Services

Wakefield - Office Based

Up to £28,000 + Benefits

NJR Recruitment is working in partnership with a well-established independent financial advice firm in Wakefield, who are now looking to recruit an IFA Administrator / PA to provide high-quality support to a senior adviser.

This is a fantastic opportunity for an organised and detail-focused professional who enjoys working in a varied role with responsibility, and who takes pride in delivering excellent client service.

The Role:

As an IFA Administrator / PA, you'll be responsible for:

• Providing day-to-day administrative support to the Financial Adviser
• Preparing client review packs, valuations, and documentation for meetings
• Processing new business applications and maintaining accurate records
• Liaising with providers and clients, chasing information where required
• Managing diaries, correspondence, and ensuring the Adviser is fully supported
• Acting as the first point of contact for client queries, ensuring a professional service at all times

About You:

We are looking for candidates who can demonstrate:

• Previous experience in an IFA, wealth management, or financial planning firm (essential)
• Good understanding of pensions, investments, and protection administration
• Excellent organisational skills and strong attention to detail
• A professional and proactive approach, with confidence communicating with clients
• Ability to work independently, as well as part of a small, friendly team

What's on Offer:

• Salary up to £28,000 depending on experience
• 25 days holiday + Bank Holidays
• Bonus Scheme
• Free Parking
• Supportive independent practice with a loyal client base
• Opportunity to work closely with the adviser in a trusted, responsible position
• Long-term stability and career progression within financial services

This is an excellent opportunity for a career administrator or PA with financial planning experience who is looking to join a professional and supportive firm where your contribution will really make a difference.

For more information apply now or contact NJR Recruitment today quoting NJR16094