IFA Administrator – Employee Benefits & Private Client Support

Location: Burnley Area

Salary: Up to £26,000 DOE, Private Medical Insurance, Pension Contribution +

Full-Time | Permanent

NJR Recruitment is delighted to be representing a 50-year family-owned financial services business with a proud history of long-serving employees and a supportive, positive team culture. Due to continued success, the firm is now looking for an Administrator to join their growing Employee Benefits and Private Client team. This is an excellent opportunity for someone looking to develop a career in financial services within a stable, people-focused environment.

The Role

As an Administrator, you will have core involvement in Employee Benefits schemes – particularly Group Death in Service – while also supporting private clients with valuations, compliance registers, and meeting arrangements. This is a varied role where no two days are the same, offering the chance to gain broad experience and potentially progress into paraplanning with study support if desired.

Key Responsibilities

• Administer and renew Group Death in Service schemes
• Prepare quotes and progress new enquiries with providers and clients
• Handle death claims and mid-year policy events with care and professionalism
• Liaise with insurers, corporate clients, and colleagues in related business areas
• Provide private client support including valuations, arranging meetings, and maintaining compliance registers
• Assist with income reconciliation and general office administration
• Contribute to a collaborative team environment

What We’re Looking For

• Previous experience in financial services administration preferred
• Strong organisational skills and attention to detail
• Confident communicator, able to liaise professionally with providers and clients
• Team player with a proactive and adaptable approach
• Interest in developing a long-term career, with opportunities to progress towards paraplanning if desired

What’s on Offer

• Salary up to £25,000 depending on experience
• 25 days holiday bank holidays
• Private Medical Insurance
• Death in Service cover
• Company pension (3% contribution)
• Free on-site parking
• Annual performance bonus (recent years around 10%)
• Supportive and family-oriented team culture with long-term career development

Apply Now

If you’re looking to join a long-established financial services firm with a family feel, strong values, and a supportive working environment, apply today via NJR Recruitment.

NJR16044