IFA Administrator - mbf. : Job Details

IFA Administrator - National Wealth Management FirmLocation: Harrogate (Hybrid - 3 days in the office, 2 days from home)Salary: Competitive + Excellent Benefits

A fantastic opportunity has arisen for a professional and proactive IFA Administrator to join the Harrogate office of a leading national wealth management firm. This is a key support role within a high-performing team, ideal for someone with strong administrative skills and experience within a financial planning environment.

As an IFA Administrator, you will provide crucial support to Financial Advisers and Paraplanners, ensuring the smooth processing of client documentation and maintaining a high standard of client service. You’ll play an important part in the advice process, working collaboratively to help deliver timely, compliant and accurate client outcomes.

• Process new business applications across pensions, investments and protection

• Maintain up-to-date and accurate client records

• Liaise with providers to track progress and resolve queries

• Prepare and issue client correspondence and valuations

• Support advisers and paraplanners with meeting preparation and follow-up

• Ensure all tasks are completed in line with FCA regulations and internal procedures

• Previous experience in an IFA or wealth management administration role

• Knowledge of financial products such as pensions, investments and ISAs

• Strong attention to detail and organisational skills

• Confident working to deadlines and managing multiple priorities

• Excellent communication and client service skills

• Familiarity with financial planning software and platforms is desirable

• Competitive salary, based on experience

• 7.5% employer pension contribution

• Discretionary annual bonus

• 25 days holiday plus 3 additional days over Christmas

• Private Medical Insurance

• Dental Insurance

• Life Assurance

• Health Cash Plan

• Employee Pension Scheme

• A wide selection of flexible benefits to choose from

• Hybrid working - 3 days in the Harrogate office, 2 days from home

This is a brilliant opportunity to join a supportive team within a highly regarded wealth management business that offers clear progression, training and long-term career development.