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IFA ADMINISTRATOR

NJR Recruitment·Altrincham (North West England)Hybrid
£28 000 – £30 000 / year
Vox Summary
  • Role Responsibilities: Processing new business applications, creating client illustrations and valuations, liaising with HNW clients, and managing diaries for consultants.
  • Key Requirements: Experience as an industry Administrator in Financial Planning, knowledge of Back Office Systems and Provider Platforms, and excellent communication skills.
  • Conditions & Benefits: Flexible working hours, hybrid working pattern, support for professional exams, and a vibrant, outgoing team environment.
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Job description

NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION | Altrincham SALARY | Up to 30,000 FLEXIBLE WORKING HOURS & HYBRID WORKING PATTERN NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; " Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations " Use of Provider Platforms " Liaising with very HNW Clients and Sports professionals " Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16595

Transparency panel

Original source
reed.co.uk
Posted
Apr 07, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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