Position details
IFA ADMINISTATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Stoke to Trent
£26000 - £28000 06/05/2026
NJR16492
£26000 - £28000 06/05/2026
NJR16492
DESCRIPTION
Wealth Management Administrator
Location: Staffordshire (Office-based)
Salary: Up to 28,000 (DOE)
Hours: Full-Time | Monday to Friday, 9:15am - 5:15pm
NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.
What\'s on Offer:
\" Structured training and development support
\" Opportunity to progress within a respected wealth management firm
\" Supportive team culture and modern office environment
\" Enhanced DBS check required for this role
Key Responsibilities:
\" Provide administrative support across the full advice process from client onboarding to ongoing servicing
\" Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)
\" Submit new business applications accurately and in a timely manner
\" Generate quotes and illustrations using provider portals and back-office systems
\" Assist with investment rebalancing, drawdown cases, and review pack preparation
\" Maintain client records and ensure compliance standards are met
\" Produce and update management reports using Excel
\" Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery
\" Deliver a consistently high level of client service via phone, email, and in person
What We\'re Looking For:
\" Previous experience in a financial services admin/support role (IFA/wealth management ideal)
\" Familiarity with Intelliflo Office or similar back-office system
\" Excellent communication and relationship management skills
\" Strong working knowledge of Microsoft Office, especially Excel and Word
\" Experience with generating illustrations, submitting applications, and producing review documentation
\" Highly organised and comfortable in a fast-paced, deadline-driven environment
\" Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services)
\" Ability to maintain professionalism and confidentiality at all times
If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492
Location: Staffordshire (Office-based)
Salary: Up to 28,000 (DOE)
Hours: Full-Time | Monday to Friday, 9:15am - 5:15pm
NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team.
What\'s on Offer:
\" Structured training and development support
\" Opportunity to progress within a respected wealth management firm
\" Supportive team culture and modern office environment
\" Enhanced DBS check required for this role
Key Responsibilities:
\" Provide administrative support across the full advice process from client onboarding to ongoing servicing
\" Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs)
\" Submit new business applications accurately and in a timely manner
\" Generate quotes and illustrations using provider portals and back-office systems
\" Assist with investment rebalancing, drawdown cases, and review pack preparation
\" Maintain client records and ensure compliance standards are met
\" Produce and update management reports using Excel
\" Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery
\" Deliver a consistently high level of client service via phone, email, and in person
What We\'re Looking For:
\" Previous experience in a financial services admin/support role (IFA/wealth management ideal)
\" Familiarity with Intelliflo Office or similar back-office system
\" Excellent communication and relationship management skills
\" Strong working knowledge of Microsoft Office, especially Excel and Word
\" Experience with generating illustrations, submitting applications, and producing review documentation
\" Highly organised and comfortable in a fast-paced, deadline-driven environment
\" Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services)
\" Ability to maintain professionalism and confidentiality at all times
If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492
Apply Now
