SENIOR IFA ADMINISTRATOR

SENIOR IFA ADMINISTRATOR

Location: Preston

Salary: Up to £37,000

Hybrid Working: 2 days working from home

NJR Recruitment is working in partnership with a large UK professional services and accountancy business focused on audit, tax, advisory, and wealth management services. They are now looking to recruit an experienced Administrator to form part of their Wealth Management team in the Preston office.

The successful candidate will play a key role in supporting advisers, managing client servicing activities, overseeing processes, and acting as a point of contact for colleagues, clients, and providers. You will also contribute to continuous improvement initiatives, support project work, and help ensure the smooth day-to-day running of the Client Support Team.

Key Responsibilities

" Support the delivery of the Client Support Team function to a high standard

" Take ownership of specific team tasks and identified projects

" Troubleshoot operational issues and help implement effective solutions

" Ensure internal processes and compliance procedures are consistently followed

" Act as a key point of contact for clients, colleagues, and external stakeholders

" Manage all aspects of new business processing and ongoin...