IFA Administrator

IFA Administrator

Chesterfield

£28,000 - £32,000

NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team.

This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services.

The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service.

The Role

• Providing full administrative support to Financial Advisers
• Processing new business across pensions, investments and protection
• Preparing client review and meeting packs
• Obtaining valuations, illustrations and policy information
• Managing Letters of Authority and liaising with providers
• Processing applications and monitoring cases through to completion
• Maintaining accurate client records and updating CRM systems
• Liaising with clients, providers and third parties
• Supporting ongoing client servicing and annual review processes
• Ensuring all administration is completed accurately and within agreed timescales
• Working in line with FCA regulations and internal procedures

About You

• Previous IFA / Financial Planning Administration experience is essential
• Good understanding of pensions, investments and protection
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills
• Professional and confident when dealing with clients and providers
• Able to manage multiple priorities and work to deadlines
• Good IT and Microsoft Office skills
• A proactive and team-focused approach
• Experience with Intelliflo or other financial planning back-office systems would be advantageous.

What's on Offer?

• Competitive salary depending on experience
• Professional and supportive working environment
• Opportunity to work within an established IFA practice
• Varied client administration
• Long-term career development opportunities
• Ongoing training and support

This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area.

For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875