Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Harrogate
£30000 - £36500 17/06/2026
NJR16575
Plus Bonus
£30000 - £36500 17/06/2026
NJR16575
Plus Bonus
DESCRIPTION
IFA Administrator
Harrogate
£30,000 - £36,500 per annum
Uncapped bonus
A fast-growing, Chartered and independent financial services firm based in Harrogate is seeking an experienced IFA Administrator to join their expanding team.
This is an excellent opportunity to become part of a professional, client-focused business supporting Chartered Financial Planners and working with a varied client base that includes high-net-worth individuals, families, corporate entities and trusts.
The Role
As an IFA Administrator, you will work within a small, dedicated team supporting a select number of Chartered Financial Planners, playing a key role in delivering an exceptional client experience and ensuring smooth day-to-day operations.
Key Responsibilities
\" Arranging and managing annual client reviews
\" Scheduling meetings with prospective clients and managing Letters of Authority
\" Gathering and summarising policy information
\" Compiling illustrations and supporting documents for suitability reports
\" Processing new business, fund switches, withdrawals and transfers, liaising with clients and providers throughout
\" Maintaining accurate records and workflows on the back-office system
\" Assisting with overflow calls and providing reception cover when required
Requirements
\" Previous experience in a similar IFA administration or client management role in financial planning
\" Strong understanding of financial products and FCA regulations
\" Experience using iO or similar back-office systems preferred
\" Exposure to platforms such as Quilter, Abrdn, Fidelity, Scottish Widows or Aegon advantageous but not essential
\" Excellent keyboard skills and a confident, professional telephone manner
\" Highly organised with strong attention to detail and the ability to manage multiple priorities
What\'s in it for you?
\" Salary £30,000 - £36,500 (depending on experience)
\" Uncapped bonus scheme
\" Life cover and critical illness cover
\" Pension scheme
\" Flexible working hours
\" 26 days holiday plus bank holidays
\" Free on-site parking
\" Quarterly team-building days and social events
Apply Now
Apply today via NJR Recruitment or call quoting the reference NJR16575
Harrogate
£30,000 - £36,500 per annum
Uncapped bonus
A fast-growing, Chartered and independent financial services firm based in Harrogate is seeking an experienced IFA Administrator to join their expanding team.
This is an excellent opportunity to become part of a professional, client-focused business supporting Chartered Financial Planners and working with a varied client base that includes high-net-worth individuals, families, corporate entities and trusts.
The Role
As an IFA Administrator, you will work within a small, dedicated team supporting a select number of Chartered Financial Planners, playing a key role in delivering an exceptional client experience and ensuring smooth day-to-day operations.
Key Responsibilities
\" Arranging and managing annual client reviews
\" Scheduling meetings with prospective clients and managing Letters of Authority
\" Gathering and summarising policy information
\" Compiling illustrations and supporting documents for suitability reports
\" Processing new business, fund switches, withdrawals and transfers, liaising with clients and providers throughout
\" Maintaining accurate records and workflows on the back-office system
\" Assisting with overflow calls and providing reception cover when required
Requirements
\" Previous experience in a similar IFA administration or client management role in financial planning
\" Strong understanding of financial products and FCA regulations
\" Experience using iO or similar back-office systems preferred
\" Exposure to platforms such as Quilter, Abrdn, Fidelity, Scottish Widows or Aegon advantageous but not essential
\" Excellent keyboard skills and a confident, professional telephone manner
\" Highly organised with strong attention to detail and the ability to manage multiple priorities
What\'s in it for you?
\" Salary £30,000 - £36,500 (depending on experience)
\" Uncapped bonus scheme
\" Life cover and critical illness cover
\" Pension scheme
\" Flexible working hours
\" 26 days holiday plus bank holidays
\" Free on-site parking
\" Quarterly team-building days and social events
Apply Now
Apply today via NJR Recruitment or call quoting the reference NJR16575
Apply Now
