IFA Administrator - Hybrid Role with Growth & Benefits

Posted 3 days 21 hours ago by JHR Recruitment

Permanent
Full Time
Other
Yorkshire, Ilkley, United Kingdom, LS290
Job Description

JHR Recruitment seeks an experienced IFA Administrator for a central Ilkley-based wealth management business. You will provide essential administrative support across new business, existing clients and the wider financial planning team.

The role covers processing new business, client servicing, preparing valuations and reports, and managing documentation through Papercloud and Intelliflo. This is a relaxed, professional environment with two days remote working after probation.