IFA Administrator

Bolton / Hybrid – 2 days WFH

Salary: Up to £28,000

Full-Time | Permanent | 35 Hours per Week

We are pleased to be recruiting for a proactive and detail-focused IFA Administrator to join a National, dynamic and forward-thinking wealth management business. This is an exciting opportunity for an ambitious individual who is passionate about delivering exceptional client service while supporting advisers with high-quality administrative and operational support.

This firm is undergoing a period of transformation and innovation, making this a fantastic time to join their evolving Client Operations team. You will not only support advisers and clients day-to-day but also play a key role in helping digitise, streamline, and continuously improve processes.

The Role

As an IFA Administrator, you will provide comprehensive pre- and post-advice support, ensuring all client documentation, data, and processes are handled efficiently, accurately, and compliantly. You will be a key point of contact for both advisers and clients, helping deliver a smooth and professional client journey.

Key Responsibilities:

• Client Support: Handle client documentation and enquiries promptly, delivering a high standard of service at all times.
• Process Management: Support advisers with efficient end-to-end processing and help identify opportunities for automation and improvement.
• Meeting Preparation: Produce detailed client meeting packs including valuations, agreements, fact finds, and risk profiles.
• Documentation Management: Issue documents to relevant parties, manage letters of authority, gather policy information, and update client records.
• Issue Management: Respond to client, adviser, colleague, and provider queries via phone, email, or written communication.
• Data Management: Maintain accurate and up-to-date client and policy information using Intelliflo Office.
• Project Support: Participate in internal projects related to systems, platforms, investment committees, or new business needs.

What We’re Looking For

• A motivated individual eager to be part of a collaborative Client Operations team.
• Someone with a strong client-first approach and high service standards.
• A problem-solver who enjoys improvement, change, and digital innovation.

Key Competencies

• Excellent client service and communication skills
• Strong written and verbal communication
• Growth mindset with a drive for operational improvement
• High level of accuracy and ability to manage competing priorities

If you’re a driven and detail-orientated administrator looking to build your career within a reputable and evolving wealth management environment, we would love to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR16260