Financial Services Administrator

4 days ago


Altrincham, Trafford, United Kingdom NJR Recruitment Full time
IFA Administrator Job Opportunity

NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find an experienced IFA Administrator to join their team in Altrincham.

Key Responsibilities:
  • Provide administrative support to the advisers, ensuring efficient processing of client cases.
  • Manage client data in the back office system, ensuring accuracy and up-to-date records.
  • Liaise with providers to process new business, ensuring compliance and timely completion.
  • Prepare client files for annual reviews, including obtaining plan valuations and fund switches.
  • Deliver exceptional customer service, both in person and over the phone, to clients and providers.
  • Maintain organized electronic filing systems, ensuring easy access to client information.

This role requires a high level of administrative expertise, attention to detail, and excellent communication skills. If you have experience in financial services administration and are looking for a challenging role, please apply.



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