Senior IFA Administrator
Remote
£29,000 – £32,000
NJR Recruitment are delighted to be working with a fast-growing, technology-driven Financial Planning firm who are looking to recruit an experienced Senior IFA Administrator to join their fully remote back-office team.
This is an exciting opportunity to join a modern and forward-thinking business, where you will play a key role in supporting advisers while also contributing to the ongoing development of processes and systems within a dynamic and evolving environment.
The Role
Working remotely as part of a collaborative team, you will take ownership of a range of administrative processes while supporting advisers and paraplanners to deliver an exceptional client experience.
As a senior member of the team, you will also contribute to improving workflows, mentoring colleagues, and enhancing operational efficiency.
Key responsibilities include:
- Processing new business across pensions, investments and protection
- Ongoing servicing of client plans, including fund switches and cash management
- Managing and tracking Letters of Authority
- Liaising with clients and product providers to progress cases
- Preparing client valuations and annual review documentation
- Mentoring and supporting junior team members where required
About You
Minimum 5+ years’ experience within an IFA / Financial Planning administration role
- Experience supporting advisers across a range of case types
- Previous experience in a senior or supervisory capacity desirable
- Highly organised with excellent attention to detail
- Strong communication skills and client-focused approach
- Ability to work independently in a remote environment
- Proactive, adaptable and solutions-focused mindset
What’s on Offer
- Salary £29,000 – £32,000 (depending on experience)
- Fully remote working
- 25 days holiday + bank holidays
- Pension scheme
- Health plan and death in service benefits (subject to service)
- Ongoing training, development and support with qualifications
- Opportunity to play a key role in a growing, forward-thinking business
- Long-term progression opportunities, including potential for team leadership
This is a fantastic opportunity for an experienced IFA Administrator looking to step into a senior, influential role within a progressive and technology-led financial planning firm.
For a confidential discussion, please contact NJR Recruitment quoting NJR16684
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Remote
£29,000 – £32,000
NJR Recruitment are delighted to be working with a fast-growing, technology-driven Financial Planning firm who are looking to recruit an experienced Senior IFA Administrator to join their fully remote back-office team.
This is an exciting opportunity to join a modern and forward-thinking business, where you will play a key role in supporting advisers while also contributing to the ongoing development of processes and systems within a dynamic and evolving environment.
The Role
Working remotely as part of a collaborative team, you will take ownership of a range of administrative processes while supporting advisers and paraplanners to deliver an exceptional client experience.
As a senior member of the team, you will also contribute to improving workflows, mentoring colleagues, and enhancing operational efficiency.
Key responsibilities include:
- Processing new business across pensions, investments and protection
- Ongoing servicing of client plans, including fund switches and cash management
- Managing and tracking Letters of Authority
- Liaising with clients and product providers to progress cases
- Preparing client valuations and annual review documentation
- Mentoring and supporting junior team members where required
About You
Minimum 5+ years’ experience within an IFA / Financial Planning administration role
- Experience supporting advisers across a range of case types
- Previous experience in a senior or supervisory capacity desirable
- Highly organised with excellent attention to detail
- Strong communication skills and client-focused approach
- Ability to work independently in a remote environment
- Proactive, adaptable and solutions-focused mindset
What’s on Offer
- Salary £29,000 – £32,000 (depending on experience)
- Fully remote working
- 25 days holiday + bank holidays
- Pension scheme
- Health plan and death in service benefits (subject to service)
- Ongoing training, development and support with qualifications
- Opportunity to play a key role in a growing, forward-thinking business
- Long-term progression opportunities, including potential for team leadership
This is a fantastic opportunity for an experienced IFA Administrator looking to step into a senior, influential role within a progressive and technology-led financial planning firm.
For a confidential discussion, please contact NJR Recruitment quoting NJR16684
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