EXPERIENCED IFA ADMINISTRATOR

EXPERIENCED IFA ADMINISTRATOR Location: Chorley / Hybrid - Two days WFH Salary: Up to 30,000 NJR Recruitment are working in Partnership with a grown firm of Regional Independent Financial Planners who are now seeking an experienced and motivated IFA Administrator. This is an excellent opportunity for a skilled financial services professional to take the next step in their career, combining hands-on administrative expertise with team leadership responsibilities. Our client will consider candidates coming from Banking, Financial Planning or a Provider Platform, however you MUST demonstrate leadership, supervisory or team leader experience. The successful candidate will play a key role in supporting Financial Advisers while overseeing the day-to-day workflow of the administration team. This position requires strong technical knowledge, leadership capability, and a proactive approach to improving processes and service delivery. Key Responsibilities: " Manage and support a team of IFA Administrators, ensuring high performance and productivity " Oversee the end-to-end client administration process, from onboarding through to policy servicing " Allocate workloads and monitor deadlines to ensure service levels are met " Act as a point of escalation for complex queries and cases " Maintain and improve internal processes to drive efficiency and accuracy " Support advisers with client reviews, new business submissions, and compliance requirements " Ensure all activities meet FCA regulatory standards About You: " Proven experience within an IFA / Wealth Management environment " Strong knowledge of financial products including pensions, investments, and protection " Previous team leadership or supervisory experience is highly desirable " Excellent organisational and time management skills " High attention to detail and commitment to accuracy " Strong communication and interpersonal skills " Ability to work in a fast-paced environment and manage competing priorities Why Join Us? " Opportunity to step into a leadership role within a supportive and growing business " Hybrid working for a better work-life balance " Ongoing professional development and career progression " Collaborative and friendly team culture If you're ready to take on a leadership role while continuing to build on your IFA expertise, we'd love to hear from you. NJR16615