VALUATIONS ADMINISTRATOR – IFA Firm
CENTRAL MANCHESTER
SALARY £
TWO DAYS WFH
A well-established Firm of Independent Financial Planners is seeking an additional Administrator to play a key hands-on role within the administration team. This is a varied role suited to someone who enjoys delivering high-quality administrative outcomes in a busy professional environment.
The Role
" Updating and maintaining back-office systems
" Booking client appointments and annual review meetings
" Processing applications and managing client documentation
" Handling incoming and outgoing post
" Drafting correspondence, including mail merges where required
" Liaising with pension, investment, and insurance providers
" Producing client valuations and preparing review packs
" Creating reports for Directors and the Compliance Officer
" Maintaining and updating the company website
" Producing and distributing the company newsletter
" Updating, managing, and circulating internal spreadsheets
About You
You will be an organised, proactive professional with:
" Previous experience in an administrative or team leadership role
" Strong attention to detail and excellent organisational skills
" Confidence liaising with clients, providers, and internal stakeholders
" The ability to manage multiple priorities and deadlines
" Strong written communication skills
" A process-driven mindset with an eye for improvement
" Good IT skills, including Microsoft Office and internal systems
Experience within financial services or professional services would be highly advantageous.
Apply today via NJR Recruitment OR call quoting the reference NJR 16698
”, “datePosted”: “2026-05-22”, “hiringOrganization”: { “@type”: “Organization”, “name”: “NJR Recruitment”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__439290612__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=19285” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Manchester” } } }VALUATIONS ADMINISTRATOR – IFA Firm
CENTRAL MANCHESTER
SALARY £
TWO DAYS WFH
A well-established Firm of Independent Financial Planners is seeking an additional Administrator to play a key hands-on role within the administration team. This is a varied role suited to someone who enjoys delivering high-quality administrative outcomes in a busy professional environment.
The Role
” Updating and maintaining back-office systems
” Booking client appointments and annual review meetings
” Processing applications and managing client documentation
” Handling incoming and outgoing post
” Drafting correspondence, including mail merges where required
” Liaising with pension, investment, and insurance providers
” Producing client valuations and preparing review packs
” Creating reports for Directors and the Compliance Officer
” Maintaining and updating the company website
” Producing and distributing the company newsletter
” Updating, managing, and circulating internal spreadsheets
About You
You will be an organised, proactive professional with:
” Previous experience in an administrative or team leadership role
” Strong attention to detail and excellent organisational skills
” Confidence liaising with clients, providers, and internal stakeholders
” The ability to manage multiple priorities and deadlines
” Strong written communication skills
” A process-driven mindset with an eye for improvement
” Good IT skills, including Microsoft Office and internal systems
Experience within financial services or professional services would be highly advantageous.
Apply today via NJR Recruitment OR call quoting the reference NJR 16698
…