https://jobs.co.uk/job/ifa-administrator-taylor-james-professional-recruitment--2e92cea0-5a78-4e80-8bf0-e56863433fea RSS feed for IFA Administrator at Taylor James Professional Recruitment. en-gb Sun, 14 Jun 2026 10:51:05 GMT https://jobs.co.uk/job/ifa-administrator-taylor-james-professional-recruitment--2e92cea0-5a78-4e80-8bf0-e56863433fea https://jobs.co.uk/job/ifa-administrator-taylor-james-professional-recruitment--2e92cea0-5a78-4e80-8bf0-e56863433fea Fri, 12 Jun 2026 11:52:52 GMT Location: Harrogate | Salary: 28000.00-28000.00 Annual | Type: Permanent | Our Harrogate based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis.As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration packageSupporting a team of experienced paraplanners and financial planners, duties and responsibilities will include:Processing new business applications across the key financial productsSubmitting transaction and trade requests including fund switches on and off platformObtaining illustrations and product literatureAcquiring client portfolio valuationsPreparation of annual review packs for client meetingsActing as a key point of contact for financial planners and clientsLiaising with product providersActioning LOAsMaintaining an accurate record of the Client''s financial situationThe candidate:IFA/ financial planning administration experience (essential)Experience of using Intelligent Office (desirable)Knowledge of provider platformsHighly organisedWhat''s on offer:Starting basic salary of up to £36,000 + bonu... Permanent