IFA Administrator

IFA Administrator
Worcester
£24,000 - £28,000 (Full-Time | Office-Based | 37.5 Hours per Week

Death in service

Health cash plan

Exam funding and support

Flexi Hours

NJR Recruitment are working in partnership with a respected and award-winning financial planning firm based in the heart of Worcester. Due to continued growth, our client are now recruiting for a highly organised and client-focused Administration Assistant to join their close-knit and professional team.

Our client are a Chartered firm and have a well established business and a forever growing Client bank consisting of high net worth individuals. They are now seeking an experienced individual to join their growing business. To be considered for this role you will need to have industry related experience of working in a similar role and be familiar in processing new business in relation to Pensions and Investments.

The Opportunity

This is an excellent opportunity for someone looking to further develop a career in financial services administration. You’ll be supporting a portfolio of clients, working closely with the firm’s advisers and administration manager to ensure an outstanding client experience from onboarding through to review.

Key Responsibilities

• Provide administrative support to a portfolio of High Net Worth clients
• Support the client onboarding and review process
• Prepare documentation and liaise with providers including Transact, Abrdn, and AJ Bell
• Process new business applications and maintain accurate client records
• Welcome clients and assist with front-of-house duties
• Handle client and provider telephone/email queries professionally
• Work collaboratively with team members to meet service and performance targets

What We’re Looking For

• Previous administration experience in financial services, accountancy, or professional services
• Strong attention to detail and a polished written communication style
• Confidence dealing with clients, including HNW individuals
• Highly organised with the ability to multitask and manage changing priorities
• Proficiency in Microsoft Office; experience with Intelligent Office or platform systems is a bonus
• Willingness to learn and develop in a fast-paced, client-centric environment

Apply Today
If you're detail-driven, proactive, and looking to build a career in financial services administration, this could be your ideal next move. Apply online now or for further information speak to one of our specialist consultants quoting reference NJR15877