IFA Administrator

• Annual Salary: Up to £35,000
• Location: Harrogate
• Job Type: Full-time

Join a brilliant team in Harrogate as an IFA Administrator, where you will play a crucial role in providing administrative support to high net worth clients. This position is ideal for someone eager to exceed expectations and skilled in managing detailed financial processes.

• Processing new business applications and placing investment trades.
• Obtaining bespoke valuations and illustrations for client portfolios.
• Liaising effectively with clients, providers, and other third parties to ensure smooth operation.
• Handling Letters of Authority and building model portfolios.
• Extensive use of Excel spreadsheets to manage and analyse financial data.

• Proven experience as an IFA Administrator.
• Excellent knowledge across pensions, investments, trusts, and tax planning.
• Strong proficiency in Excel, including pivot tables and complex formulas.
• Ability to work effectively both independently and as part of a team.
• Excellent communication and organisational skills.

• Competitive salary up to £35,000.
• 27 days holiday plus bank holidays.
• Death in Service cover.
• Free parking.
• Flexible working hours.