IFA Administrator

IFA AdministratorHarrogate£28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team.This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team.The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing.The RoleProcessing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About YouPrevious experience within an IFA / Financial Planning Administration roleStrong understanding of pensions and investment productsExcellent attention to detail and organisational skillsProfessional and personable communication skillsComfortable ..... full job details .....