EXPERIENCED IFA ADMINISTRATOR
EXPERIENCED IFA ADMINISTRATOR
Location: Chorley / Hybrid - Two days WFH
Salary: Up to 30,000
NJR Recruitment are working in Partnership with a grown firm of Regional Independent Financial Planners who are now seeking an experienced and motivated IFA Administrator. This is an excellent opportunity for a skilled financial services professional to take the next step in their career, combining hands-on administrative expertise with team leadership responsibilities.
Our client will consider candidates coming from Banking, Financial Planning or a Provider Platform, however you MUST demonstrate leadership, supervisory or team leader experience.
The successful candidate will play a key role in supporting Financial Advisers while overseeing the day-to-day workflow of the administration team. This position requires strong technical knowledge, leadership capability, and a proactive approach to improving processes and service delivery.
Key Responsibilities:
" Manage and support a team of IFA Administrators, ensuring high performance and productivity
" Oversee the end-to-end client administration process, from onboarding through to policy servicing
" Allocate workloads and monitor deadlines to ensure service levels are met
" Act as a point of escalation for complex queries and cases
" Maintain and improve internal processes to drive efficiency and accuracy
" Support advisers with client reviews, new business submissions, and compliance requirements
" Ensure all activities meet FCA regulatory standards
About You:
" Proven experience within an IFA / Wealth Management environment
" Strong knowledge of financial products including pensions, investments, and protection
" Previous team leadership or supervisory experience is highly desirable
" Excellent organisational and time management skills
" High attention to detail and commitment to accuracy
" Strong communication and interpersonal skills
" Ability to work in a fast-paced environment and manage competing priorities
Why Join Us?
" Opportunity to step into a leadership role within a supportive and growing business
" Hybrid working for a better work-life balance
" Ongoing professional development and career progression
" Collaborative and friendly team culture
If you're ready to take on a leadership role while continuing to build on your IFA expertise, we'd love to hear from you.
NJR16615
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