Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Harrogate
£26000 - £32000 12/05/2025
NJR15749
£26000 - £32000 12/05/2025
NJR15749
DESCRIPTION
Junior IFA Administrator
Harrogate
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What\'s in it for you?
Excellent basic salary
27 Days Holiday + Bank Holidays
Close for Christmas
Death in Service Cover
Free Parking
Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
Processing new business applications
Placing investment trades
Obtaining bespoke valuations and illustrations
Liaising with clients, providers and other 3rd parties
Dealing with Letters of Authority
Building model portfolios
Extensive use of Excel spreadsheets
What do we need from you?
12 months experience in wealth management
Good knowledge across pensions, investments, trusts and tax planning
Strong Excel knowledge including pivot tables and formulas
Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15749
Harrogate
NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team.
What\'s in it for you?
Excellent basic salary
27 Days Holiday + Bank Holidays
Close for Christmas
Death in Service Cover
Free Parking
Flexible Hours
The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include:
Processing new business applications
Placing investment trades
Obtaining bespoke valuations and illustrations
Liaising with clients, providers and other 3rd parties
Dealing with Letters of Authority
Building model portfolios
Extensive use of Excel spreadsheets
What do we need from you?
12 months experience in wealth management
Good knowledge across pensions, investments, trusts and tax planning
Strong Excel knowledge including pivot tables and formulas
Good general team player.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please apply today or contact one of our specialist consultants quoting NJR15749
Apply Now
