IFA Administrator

IFA Administrator

Leeds

£26,000 - £32,000

Are you an organized and detail-oriented administrator with a passion for financial planning? NJR Recruitment is partnering with a prestigious independent financial advice firm in central Leeds that is seeking a dedicated Financial Planning Administrator to join their team.

What’s on Offer:

• Competitive Salary: Up to £32,000 per annum, reflective of experience.
• Benefits: 25 days holiday + bank holidays, DIS Cover, Pension, Hybrid/flexi working
• Professional Development: Opportunity for further training and career development within a supportive team environment.
• Dynamic Work Environment: Work at the heart of central Leeds with a reputable IFA firm that values excellence and innovation.
• Team Collaboration: Join a dedicated team that champions high-quality client service and continuous improvement.

The Role:

As a Financial Planning Administrator, you will play a pivotal role in supporting the team of financial advisers by ensuring smooth administration, high-quality client documentation, and full compliance with regulatory standards. Your responsibilities will include:

• Document & Data Management: Prepare, process, and maintain client files, including pension, investment, and protection documentation, ensuring all data is accurate and up to date.
• Client & Adviser Support: Coordinate and support adviser meetings, assist with preparing reports and compliance documentation, and act as a reliable point of contact for internal and external stakeholders.
• Compliance: Ensure all administrative processes adhere to FCA guidelines and internal policies, maintaining the highest standards of documentation and confidentiality.
• Process Improvement: Identify opportunities for streamlining administrative tasks, contributing to continuous improvement within the team.
• General Office Duties: Provide comprehensive administrative support including data entry, file management, and handling of routine inquiries.

The Ideal Candidate:

• Experience: Prior experience as a Financial Planning Administrator or in a similar administrative role within the financial services/IFA sector is essential.
• Attention to Detail: Exceptional organizational skills and a meticulous approach to ensuring accuracy in all documentation.
• Technical Proficiency: Comfortable using Microsoft Office, financial planning software, and Provider Platforms
• Communication: Excellent verbal and written communication skills with a client-centric approach.
• Proactive Approach: Able to work both independently and as part of a team, with a willingness to learn and support ongoing process improvements.

If you’re ready to take the next step in your administrative career within financial planning, we’d love to hear from you. To discuss this opportunity further, please apply now or contact NJR Recruitment for a confidential conversation quoting NJR15691

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