NJR Recruitment
IFA Administrator
IFA Administrator at NJR Recruitment, based in Harrogate, Yorkshire and Humberside, paying £30,000 - £36,500 per annum. This is a permanent role.
- Pay
- £30,000 - £36,500 per annum
- Hours and contract
- Permanent · On site
- Location
- Harrogate, Yorkshire and Humberside
- Closing date
- Sector
- Finance & Accounting
41% below the typical rate for finance & accounting
Reference 57431526
About the role
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
Reference: 57431526 · Posted 55 minutes ago · Closes 30 Dec 2026 · Listed via NJR Recruitment
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