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Financial Planning Administrator

2 months ago

Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time
IFA Administrator Job Description

NJR Recruitment is seeking a highly organized and detail-oriented IFA Administrator to join a reputable firm of Independent Financial Advisers in Harrogate.

This role will provide direct administration support to a team of Financial Planners, who advise clients on Whole of the Market products. The successful candidate will be responsible for preparing pre-meeting documentation, processing new business applications, and creating client valuations and illustrations.

Key Responsibilities:

  • Prepare pre-meeting documentation for Financial Planners
  • Process new business applications and client onboarding
  • Generate client valuations and illustrations
  • Liaise with product providers and third parties
  • File preparation and maintenance
  • Compliance and regulatory tasks

Requirements:

  • Previous experience working in a Financial Planning or Pensions Consultancy environment
  • Strong understanding of the financial services industry
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment

What We Offer:

  • Opportunity to work with a reputable firm of Independent Financial Advisers
  • Chance to develop skills and progress within Financial Planning
  • Supportive team environment with ongoing training and development

For more information, please contact NJR Recruitment.