Senior IFA Administrator in Wakefield - NJR Recruitment

Senior IFA Administrator

Wakefield

£30,000 - £34,0000

Hybrid Working Available

NJR Recruitment is delighted to be working with a highly regarded and expanding Wealth Management firm in Wakefield that is seeking an experienced Senior IFA Administrator to join its established Client Support team.

This is an excellent opportunity for a career-focused Financial Services Administrator looking to take on a senior position within a supportive and professional environment. The successful candidate will play a key role in delivering exceptional client service while also supporting and mentoring less experienced members of the team.

The Role

Working closely with Financial Advisers, Paraplanners and fellow support staff, you will be responsible for providing high-quality administrative support across a broad range of financial planning services. You will also assist with training, coaching and supporting colleagues to ensure service standards remain consistently high.

Key responsibilities will include:

• Providing comprehensive administrative support to Advisers and clients
• Processing new business, fund switches, withdrawals and policy alterations
• Preparing client documentation, application forms and supporting paperwork
• Managing Letters of Authority and obtaining information from providers
• Maintaining accurate client records and updating back-office systems
• Liaising with product providers and clients on a daily basis
• Supporting and mentoring junior team members
• Assisting with training and development initiatives within the team
• Ensuring all work is completed accurately and in line with regulatory requirements
• Contributing to ongoing improvements in processes and client service delivery

About You

• To be considered for this opportunity, you should have:
• Previous experience working within an IFA, Wealth Management or Financial Planning environment
• At least 3 years' experience in a Financial Services Administration role
• A strong understanding of pensions, investments and protection products
• Experience processing a wide range of financial planning business
• Excellent organisational and communication skills
• The ability to work independently whilst supporting colleagues
• Experience using Intelligent Office or similar back-office systems would be advantageous
• A proactive and solutions-focused approach

What's on Offer?

• Hybrid working arrangement
• Competitive salary depending on experience
• Supportive and collaborative team environment
• Excellent long-term career progression opportunities
• Ongoing training and professional development
• Opportunity to join a growing and highly respected wealth management business

If you are an experienced IFA Administrator looking for the next step in your career and would like to join a firm that genuinely values its employees, we'd love to hear from you.

For further information, please contact NJR Recruitment quoting NJR17027