Position details
IFA ADMINISTATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Doncaster
£28000 - £35000 09/11/2026
NJR17126
£28000 - £35000 09/11/2026
NJR17126
DESCRIPTION
Financial Planning Administrator
Doncaster
£28,000 - £35,000
NJR Recruitment is delighted to be working with a well known Independent Wealth Management practice that specialise in providing high quality personal advice on all aspects of wealth management across UK and international clients
Based on the outskirts of Doncaster, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products
What\'s in it for you?
25 days holiday + bank holidays
Generous Bonus scheme
Flexible hours and Hybrid working after probation period
Company Pension
Free Parking
Excellent Training and development options
The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management, financial planning or financial services is essential
Excellent communication and interpersonal skills
Good attention to detail
If you are looking to join a financial advisory firm and continue your career in the industry, then apply today or for more information please contact NJR Recruitment quoting reference NJR17126
Doncaster
£28,000 - £35,000
NJR Recruitment is delighted to be working with a well known Independent Wealth Management practice that specialise in providing high quality personal advice on all aspects of wealth management across UK and international clients
Based on the outskirts of Doncaster, our client is looking to recruit an experienced Financial Services Administrator to support a small team of Advisers and dealing with a full range of pensions, investments and other products
What\'s in it for you?
25 days holiday + bank holidays
Generous Bonus scheme
Flexible hours and Hybrid working after probation period
Company Pension
Free Parking
Excellent Training and development options
The role will be varied and will involve;
Preparing client valuations and meeting packs
Processing new business applications
Inputting data onto client management system.
Deal with letters of authority
Maintaining client records
Liaising with clients, providers and other 3rd parties
Adhoc projects and administrative tasks as and when necessary
What do we need from you?
Previous experience working in wealth management, financial planning or financial services is essential
Excellent communication and interpersonal skills
Good attention to detail
If you are looking to join a financial advisory firm and continue your career in the industry, then apply today or for more information please contact NJR Recruitment quoting reference NJR17126
Apply Now
