IFA Administrator
Njr Recruitment

Leeds, West Yorkshire
•2 hours ago
•No application
About
IFA AdministratorLeedsSalary: up to £32,000NJR Recruitment is working with a longstanding, successful, and directly authorised Independent Financial Advice practice in North Leeds, who are looking to recruit an experienced IFA Administrator to join their busy and supportive team.This is a fantastic opportunity for a driven and knowledgeable individual who is confident within financial planning administration and ideally keen to develop into paraplanning in the future.The Role:As an IFA Administrator, you will provide essential support to the advisers and play a key part in ensuring a smooth client experience. Responsibilities include:Processing new business applications, including investment tradesCompiling client review packs, valuations, and illustrationsManaging and processing Letters of AuthorityAssisting with suitability report preparationMaintaining accurate client records on Intelligent OfficeLiaising with clients, providers, and third partiesEnsuring all information is compliant and up to dateAbout You:We are seeking an experienced IFA Administrator who can demonstrate:Strong knowledge of Intelligent Office (essential)Experience using FE Analytics (ideal but not essential)Confidence using investment platformsGood understanding of Word and Excel, or willingness to learnExcellent organisational skills and attention to detailA proactive and professional approachDesire to progress into paraplanning (optional but beneficial)What



