IFA Administrator - #2173008
NJR Recruitment
IFA ADMINISTRATOR
Leeds
£30,000 - £35,000
Do you want to join a highly respected and established financial planning business with a supportive team culture and a strong client focus.
We are currently working on behalf of a reputable firm to recruit an experienced IFA Administrator. This is a fantastic opportunity to join a close-knit team of Administrators, Paraplanners, Financial Advisers, and Directors in a professional and rewarding environment.
The Role:
You will be responsible for providing comprehensive administrative support, including:
- Processing new business applications across various financial products
- Submitting transactions and fund switch requests on/off platform
- Obtaining illustrations, product literature, and portfolio valuations
- Preparing client meeting review packs
- Acting as a key liaison between clients, Financial Advisers, and product providers
- Handling Letters of Authority and maintaining accurate client records
The Ideal Candidate:
- Previous experience in IFA or Financial Planning administration is essential.
- Strong working knowledge of provider platforms
- Familiarity with XPlan and FE Analytics would be desirable
- Highly organised with excellent attention to detail
- Capable of working effectively under pressure
Benefits include:
- Genuinely competitive salary
- 4% employer pension contribution
- £100,000 Death in Service benefit
- 23 days holiday plus bank holidays
If you are an experienced IFA Administrator looking to join a client focused firm in the heart of Leeds, then Apply today or contact NJR Recruitment to find out more quoting NJR17084
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