IFA Administrator - Harrogate - £32,000 - £36,000

IFA Administrator | Harrogate | £32,000 - £36,000 | Office-Based | Progression Opportunities

Are you an experienced IFA Administrator based near Harrogate looking to join a professional and well-established financial planning firm? This is a standout opportunity to join a friendly, stable team in an office-based role with genuine long-term development into senior administration or operations, depending on your goals.

This firm values its administrators as a core part of the business, offering stability, progression, and a supportive culture.

Role Overview

• Job Title: IFA Administrator

• Location: Harrogate (Free on-site parking)

• Salary: £32,000 - £36,000 (depending on experience)

• Hours: Full-time preferred | Part-time considered

• Work Model: Office-based

Key Responsibilities

As an experienced Financial Planning Administrator, you will support Financial Advisers and Paraplanners in delivering outstanding client service. You’ll be responsible for:

• Processing and monitoring new business applications

• Maintaining accurate client records and liaising with product providers

• Supporting client review processes and preparing meeting documentation

• Frequent communication with clients via phone and email

• Managing financial admin tasks, including quote requests and documentation follow-ups

• Using Xplan or similar financial planning systems to support day-to-day operations

This is an ideal role for someone currently in a Wealth Management Administrator or Financial Services Administrator position, looking for a fresh challenge in a well-respected IFA environment.

What We're Looking For

• A minimum of 2 years' experience in a financial admin role within an IFA or Financial Planning firm

• Excellent attention to detail and the ability to manage multiple tasks independently

• Strong communication and organisational skills

• Experience with Xplan or other financial CRM systems is advantageous

• A collaborative, proactive approach to your work

What You’ll Receive

• Salary: £32,000 - £36,000 DOE

• Holidays: 27 days annual leave + bank holidays

• Pension: Group pension scheme

• Death in Service: 2x salary cover

• Free on-site parking

• Supportive team environment with clear development pathways

This IFA Admin role in Harrogate is ideal for someone who enjoys working within a collaborative team, values high standards of client care, and is looking to grow their career within financial planning administration in a structured, well-supported setting.