IFA Administrator

Location: Pontefract - Office Based

£25,000 - £28,000

Are you an experienced IFA Administrator looking to join a supportive and close-knit firm with real flexibility?

We're working in partnership with a highly respected, independent financial advice firm in Pontefract, who are looking to add an experienced IFA Administrator to their team. This is a fantastic opportunity for a detail-focused and client-friendly professional who enjoys working in a fast-paced yet friendly environment.

The Role:

• You'll play a key role in supporting the advisers with a wide range of administrative duties, including:

• Processing new business and client documentation

• Preparing valuation reports and annual review packs

• Managing provider and platform correspondence

• Updating client records and CRM systems (Intelligent Office)

• General client servicing and communications

What We're Looking For:

• Previous experience in an IFA or wealth management environment

• Confident using financial platforms and provider portals

• Previous experience with Intelligent Office would be of most interest

• Excellent attention to detail and strong organisational skills

• A professional and approachable communicator

• Someone who thrives in a small office environment and enjoys working autonomously

What's on Offer:

• Salary up to £28,000 (DOE)

• Flexible working pattern available

• Supportive team with a strong reputation and loyal client base

• On-site parking and a relaxed office environment

This is an excellent opportunity for a career-minded administrator seeking a better work-life balance without sacrificing quality work and a great team culture.

To find out more or apply confidentially, contact the team at NJR Recruitment today quoting NJR16272