IFA Administrator
IFA AdministratorBradford£26,000 - £32,000 NJR Recruitment is delighted to be working exclusively with a highly respected, long-established professional services firm to recruit an Experienced IFA Administrator to join their growing Financial Planning team.This opportunity sits within a well-regarded accountancy practice that offers independent financial advice alongside its core services, providing a strong and consistent stream of high-quality referrals. The firm prides itself on professionalism, client care and long-term relationship building.The RoleAs an experienced IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth and compliant processing of new and existing business.Key responsibilities will include:Processing new business applications across pensions, investments and protectionPreparing client valuations, review packs and illustrationsManaging Letters of Authority and liaising with providersHandling fund switches, withdrawals and contribution updatesMaintaining accurate records on back-office systemsActing as a key point of contact for clients and third partiesSupporting advisers with pre- and post-meeting documentationAbout YouTo be considered, you will have:Previous experience within an IFA / Financial Planning environmentStrong knowledge of pensions and investment productsExperience using industry back-office systems and platformsExcellent attention to detail and organisational skillsA professional and client-focus
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