IFA Administrator
<p><strong>IFA Administrator</strong></p> <p><strong>Harrogate</strong></p> <p><strong>£26,000 – £28,000</strong></p> <p><br /></p> <p><strong>The Role</strong></p> <p>An exciting opportunity has arisen for a <strong>Financial Planning Administrator</strong> to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.</p> <p><br /></p> <p>The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.</p> <p><br /></p> <p><strong>Key Responsibilities</strong></p> <p><strong>Client Servicing</strong></p> <ul> <li>Act as a friendly and professional point of contact for client enquiries via phone, email and in person</li><li>Organise meetings for both existing and prospective clients and assist with managing adviser diaries</li><li>Liaise with clients regarding administrative queries and service requests</li><li>Manage client expectations and service requirements to ensure a high level of client satisfaction</li><li>Ensure action points from client meetings are diarised and followed up</li></ul> <p><br /></p> <p><strong>Processing New Business</strong></p> <ul> <li>Prepare meeting packs, including documentation for new business sign-ups</li><li>Complete, submit and follow up applications, ensuring cases are processed in a timely and compliant manner</li><li>Check documentation for accuracy and completeness</li><li>Request required documentation from clients and issue policy documents</li><li>Obtain quotes and policy details for advisers</li><li>Process fund switches, rebalances and other transactions accurately within agreed timescales</li></ul> <p><br /></p> <p><strong>What’s in it for you?</strong></p> <ul> <li><strong>Genuinely competitive salary up to £28,000</strong></li><li><strong>Hybrid Working</strong></li><li><strong>Death in Service</strong></li><li><strong>Income Protection </strong></li><li><strong>Salary Sacrifice Schemes</strong></li><li><strong>Opportunities for growth within a Chartered financial planning firm</strong></li><li><strong>25 days holiday + Bank Holidays </strong></li><li><strong>Flexi Hours</strong></li></ul> <p><br /></p> <p><strong>Knowledge & Experience</strong></p> <p><strong>Required:</strong></p> <ul> <li>Previous administrative experience within financial services</li><li>Excellent interpersonal and communication skills</li><li>Ability to communicate clearly both verbally and in writing</li><li>Strong organisational skills with the ability to prioritise workload</li><li>Ability to work effectively within a regional team using both face-to-face and digital communication</li><li>Strong computer literacy and ability to learn new systems</li><li>Excellent time management and reliability</li></ul> <p><br /></p> <p>This is a great opportunity for someone looking to develop their career within a supportive and professional financial services environment while working closely with advisers and clients.</p> <p><br /></p> <p><strong>Apply today via NJR Recruitment or call quoting the reference NJR16524</strong></p> <p><br /></p> <p><em>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.</em></p>