IFA AdministratorHarrogate £26,000 - £28,000The RoleAn exciting opportunity has arisen for a Financial Planning Administrator to join a professional financial services team. This role will provide key administrative and client servicing support to Financial Advisers, ensuring a smooth and efficient experience for clients.The successful candidate will act as a central point of contact for clients while supporting the advisers with diary management, new business processing and ongoing client servicing.Key ResponsibilitiesClient ServicingAct as a friendly and professional point of contact for client enquiries via phone, email and in personOrganise meetings for both existing and prospective clients and assist with managing adviser diariesLiaise with clients regarding administrative queries and service requestsManage client expectations and service requirements to ensure a high level of client satisfactionEnsure action points from client meetings are diarised and followed upProcessing New BusinessPrepare meeting packs, including documentation for new business sign-upsComplete, submit and follow up applications, ensuring cases are processed in a timely and compliant mannerCheck documentation for accuracy and completenessRequest required documentation from clients and issue policy documentsObtain quotes and policy details for advisersProcess fund switches, rebalances and other transactions accurately within agreed timescalesWhat''s in it for you?Genuinely competitive salary up to £2