IFA Administrator

IFA Administrator - Chorley
Location: Chorley, PR6
Salary: £30,000
Full-Time | Permanent | Office-Based (1 day WFH)

Package & Perks:
- Salary: £30,000
- Holidays: 25 days + bank holidays
- Hours: Monday to Friday, 9am-5pm (1-hour lunch) - Flexible start/finish considered
- Hybrid: 1 day work from home per week (after induction)
- Opportunity to grow with the office as it expands

NJR Recruitment is pleased to be representing a highly regarded Independent Financial Advisory firm with an office based in Chorley. Due to the upcoming retirement of a long-standing team member, our client is looking for an experienced IFA Administrator to join their professional and growing team. This role offers the opportunity to become a key part of a well-established business, working closely with the Financial Adviser in the Chorley office.

About the Role:
You'll act as the sole administrator in the Chorley office initially, taking ownership of client servicing, platform/provider communication, and back-office system administration. Strong communication and organisational skills are essential, as is experience working within a financial planning/IFA environment.

Key Responsibilities:

Client Management
" Handle client queries professionally via phone, email, and in-person
" Manage onboarding documents and ensure smooth client interactions
" Coordinate client appointments and review meetings

Administrative Support
" Provide full admin support to the Financial Adviser
" Work with providers/platforms and maintain accurate records in CRM (Intelligent Office)
" Prepare client reports, meeting packs, and correspondence

Diary & Schedule Coordination
" Manage the adviser's diary and schedule meetings efficiently

Office Management
" Maintain day-to-day office operations and manage supplies
" Ensure a welcoming and professional front-of-house environment

Requirements:
" Minimum 3 years' experience in an IFA / financial planning admin role
" Confident liaising with clients and product providers
" Familiarity with platforms, providers, and CRM systems (Intelligent Office preferred)
" Strong organisational and communication skills
" Ability to manage office operations independently

Apply Now
If you're an experienced IFA Administrator looking to take ownership in a stable, client-focused firm, apply today with NJR Recruitment. Let's take the next step in your financial services career.
NJR15864