Senior IFA Administrator
other jobs NJR Recruitment
Added before 3 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Senior IFA Administrator
York
£30,000 - £35,000
Hybrid Working
An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience.
The Role
You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail.
Key Responsibilities:
*Managing the full administration lifecycle for new and existing business
*Liaising with product providers for policy information, valuations, illustrations, and updates
*Preparing client documentation, meeting packs, and review reports
*Processing new business submissions and tracking cases to completion
*Maintaining and updating client records on CRM systems
*Supporting advisers with compliance requirements and client communication
*Handling queries from clients, providers, and internal teams professionally and efficiently
About You:
*Experienced IFA Administrator (senior level preferred)
*Intelliflo Office (I/O) experience highly desirable
*Strong understanding of pensions, investments, protection, and general financial planning processes
*Highly organised with excellent written and verbal communication skills
*Ability to work independently and as part of a close-knit team
*Professional, proactive, and committed to delivering a first-class service
What’s on Offer:
*Up to £35,000 depending on experience
*Hybrid working
*Supportive and collaborative working environment
*25 days holiday + bank holidays
*Company pension and additional benefits
*Opportunities for professional development (e.g., exam support if desired)
If you’re an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we’d love to hear from you. Apply now or contact NJR Recruitment quoting NJR16418 for more information
York
£30,000 - £35,000
Hybrid Working
An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience.
The Role
You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail.
Key Responsibilities:
*Managing the full administration lifecycle for new and existing business
*Liaising with product providers for policy information, valuations, illustrations, and updates
*Preparing client documentation, meeting packs, and review reports
*Processing new business submissions and tracking cases to completion
*Maintaining and updating client records on CRM systems
*Supporting advisers with compliance requirements and client communication
*Handling queries from clients, providers, and internal teams professionally and efficiently
About You:
*Experienced IFA Administrator (senior level preferred)
*Intelliflo Office (I/O) experience highly desirable
*Strong understanding of pensions, investments, protection, and general financial planning processes
*Highly organised with excellent written and verbal communication skills
*Ability to work independently and as part of a close-knit team
*Professional, proactive, and committed to delivering a first-class service
What’s on Offer:
*Up to £35,000 depending on experience
*Hybrid working
*Supportive and collaborative working environment
*25 days holiday + bank holidays
*Company pension and additional benefits
*Opportunities for professional development (e.g., exam support if desired)
If you’re an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we’d love to hear from you. Apply now or contact NJR Recruitment quoting NJR16418 for more information
Job number 3372849
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Company Details:
NJR Recruitment
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