Jo Holdsworth Recruitment Ltd.
IFA Administrator
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Are you an experienced IFA Administrator looking for your next opportunity within a friendly, supportive wealth management environment?
We’re working with an established financial services business based in central Ilkley that is looking to add an experienced IFA Administrator to its growing team. This is a great opportunity to join a relaxed, professional environment where you’ll be trusted to get on with your work, with no unnecessary micromanagement.
The Role
As an IFA Administrator, you’ll provide essential administrative support across new business, existing clients and the wider financial planning team.
Your responsibilities will include:
- Processing new business across a range of financial products, including fund switches
- Supporting existing clients with enquiries and general servicing requirements
- Preparing documentation for client meetings, including valuations and reports
- Processing fees and invoices
- Managing and securely maintaining client documentation through Papercloud
- Maintaining the Intelliflo database and managing tasks
- Working closely with advisers and the wider team to ensure a smooth and efficient client journey
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About You
We’re looking for someone with previous financial services administration experience, ideally gained within an IFA practice, wealth management firm or similar financial services environment.
You’ll ideally have:
- 1–2 years’ experience in a financial services administration role
- Experience of new business processing and client servicing
- Strong organisational skills and excellent attention to detail
- Confident communication skills and a professional approach
- Previous experience using Intelliflo would be advantageous, although not essential
- An interest in progressing your career and working towards relevant financial services qualifications
The Team & Culture
You’ll be joining a relatively young, close-knit team in a relaxed and friendly office environment. The culture is very much based around trust and accountability, you’ll be given the autonomy to manage your workload.
The office is based in central Ilkley, with the team working collaboratively in the office and the opportunity to work from home two days per week following successful completion of probation.
What's on Offer?
- £28,000 – £30,000 salary
- Monday to Friday, 9am – 5pm
- Hybrid working – 2 days from home after probation
- 6% employer pension contribution
- 5x salary death in service
- Discretionary bonus
- Support towards financial services qualifications
- Friendly, relaxed working environment
- Opportunity to develop within an established wealth management business
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Location: Central Ilkley
Hours: Monday–Friday, 9am–5pm
Salary: £28,000–£30,000
Working pattern: Full-time, hybrid following probation
Start date: Ideally ASAP
If you’re an experienced financial services administrator looking for a role where you’ll be valued, trusted and given the opportunity to develop, we’d love to hear from you.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application.
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