Position details
IFA ADMINISTATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
York
£26000 - £28000 17/04/2026
NJR16623
Plus bonus
£26000 - £28000 17/04/2026
NJR16623
Plus bonus
DESCRIPTION
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: NJR16623
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: NJR16623
Apply Now
