IFA Administrator
Telford Area – Onsite parking
Salary up to £30,000


NJR Recruitment are currently seeking an experienced and organised IFA Administrator to join a busy and professional Financial Planning Firm in Telford. This is a fantastic opportunity to play a key role in supporting advisers and ensuring the smooth day-to-day running of the business.


The Role
You will provide comprehensive administrative support across all areas of the business, helping to deliver a high-quality, compliant service to clients.


Key Responsibilities
Client Administration
*Maintain accurate client records across back-office systems and platforms
*Prepare client documentation and correspondence before and after meetings
*Check accuracy and completeness of new business applications
*Process applications efficiently and in line with compliance standards
*Record and reconcile fees
*Liaise with providers to progress cases and obtain updates
*Send Letters of Authority and gather relevant client information
*Obtain illustrations and application forms
*Produce portfolio valuations
*Process fund switches, rebalances, top-ups, and withdrawals accurately
*Act as a professional point of contact for client enquiries
*Ensure all follow-up actions are diarised and completed
Reviews
*Prepare documentation in line with the Annual Review process
*Support Financial Planners with review meetings where required
*Assist in implementing agreed actions
General Administration
*Handle incoming calls and direct enquiries appropriately
*Keep back-office systems up to date
*Open, scan, and distribute incoming post
*Manage general correspondence
*Support the wider team with ad hoc administrative tasks


Skills & Experience
*Previous experience within a similar IFA or wealth management role
*Strong understanding of new business processing and financial products
*High attention to detail and accuracy
*Excellent communication skills, both written and verbal
*Well organised with the ability to manage deadlines effectively
*A team player with a proactive and professional approach


What’s on Offer
*Competitive salary up to £30,000
*Opportunity to work within a supportive and collaborative team
*Varied and rewarding role within a growing business
*Long-term career development opportunities


Apply today via NJR Recruitment or call quoting the reference NJR16586
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.