IFA Administrator – Job Description
Salary: Up to £35,000 – Location: Harrogate
A well established wealth management firm is seeking an experienced IFA Administrator to join its professional, supportive team. This position is ideal for someone who enjoys the administrative side of financial planning, thrives in a structured environment, and wants to remain in a long term administrative career.
About the Role
The IFA Administrator will play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and maintaining high standards of accuracy and compliance. The firm has a strong office based culture, with hybrid working available after a successful probation period.
Key Responsibilities
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Manage new business processing, valuations, and client documentation.
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Maintain accurate client records and ensure all compliance requirements are met.
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Liaise with clients, providers, and internal teams to support the advice process.
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Prepare meeting packs, illustrations, and policy information.
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Support advisers and paraplanners with day to day administrative tasks.
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Work efficiently within a busy team environment, contributing to smooth workflow and high service standards.
Experience & Skills Required
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Previous experience as an IFA Administrator or within a financial planning environment.
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Strong understanding of pensions, investments, and financial planning processes.
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Confident using industry systems such as Intelligent Office, Dynamic Planner, Iress Exchange, and paperless tools (e.g., Watermark/Papercloud).
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Highly organised, detail focused, and able to manage competing priorities.
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Strong communication skills and a proactive, dependable approach.
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Comfortable working full time in the office, with hybrid flexibility after probation.
Salary & Benefits
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Up to £35,000, depending on experience.
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Opportunity to work from home one day per week after a 6?month probation period.
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Supportive team environment with experienced administrators and paraplanners.
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Stable, long term role within a respected wealth management firm.