Full job descriptionIFA Administrator
York
£26,000 - £28,000
Plus Excellent Bonus!


Are you an experienced IFA Administrator looking to join a supportive and forward-thinking financial planning firm? NJR Recruitment is working in partnership with a highly reputable and established independent advice firm in York, who are looking to welcome a skilled administrator into their expanding support team.


This is a fantastic opportunity for someone who takes pride in delivering first-class administrative support, with a focus on detail, client care, and adviser efficiency.


Key Responsibilities:
*Processing new business applications across pensions, investments, and protection
*Creating and maintaining client valuations and illustrations
*Chasing Letters of Authority and liaising with third-party providers
*Preparing pre-meeting documentation and review packs for advisers
*Supporting advisers with end-to-end client journey administration
*Keeping CRM records and compliance documentation up to date


What We’re Looking For:
*Prior experience in an IFA or financial planning environment is essential
*Comfortable working with providers and back-office systems (e.g. Intelligent Office or similar)
*Excellent organisational and communication skills
*A proactive, detail-focused approach
*A team player who values delivering excellent client outcomes


Benefits Include:
*Bonus scheme
*Flexible working hours
*Free on-site parking
*Healthcare scheme
*Half-price gym membership
*Pension scheme
*Study support for professional qualifications


If you’re looking to join a growing, values-led firm that truly invests in its people, we’d love to hear from you.


Apply today or for more information please contact one of our consultants quoting REF: NJR17120