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

WEALTHLINK RECRUITMENT LTD

Posted 5 days ago, valid for 15 days

Harrogate, North Yorkshire HG3 4JL

Full Time

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IFA Administrator - HarrogateSalary: £32,000 - £36,000 (dependent on experience)Full-Time Preferred | Part-Time Considered | Office-Based

I’m working with a well-established Independent Financial Adviser (IFA) firm based in Harrogate, currently seeking an experienced IFA Administrator to join their friendly and professional team.

This is a fantastic opportunity! A long-term role with stability and opportunity: this is a firm that truly values its Administrators. You’ll have the chance to become a central part of the business, with opportunities to develop into more senior admin or operational positions over time, if that aligns with your goals!

Key Responsibilities

Processing and monitoring new business applications
Carrying out a wide range of financial admin tasks to support client servicing
Obtaining quotes and dealing with product providers
Liaising with providers and maintaining accurate client records
Frequent client contact by phone and email
Providing essential support to Advisers and Paraplanners
Working independently while also contributing positively to the team
Utilising financial planning systems - experience with Xplan is advantageous

What We’re Looking For

A minimum of 2 years’ experience in financial admin within a financial planning or IFA setting
Excellent organisational and communication skills
Strong initiative, accuracy, and attention to detail
A collaborative mindset and a proactive approach to solving problems
Experience with Xplan software is beneficial
A solid understanding of financial admin processes and client documentation
Willingness to contribute to the firm’s ongoing financial admin excellence

What’s on Offer

Salary: £32,000 - £36,000, depending on experience
27 days’ holiday per year, plus bank holidays
Group pension scheme
2x Death in Service cover
Free on-site parking

What’s Next?

If you are interested in the Financial Planning Administrator position, apply now!

One of our consultants will be in touch within 24 hours if your profile matches the requirements.

Keywords:Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Financial Admin, Client Services, Administration