Part-Time IFA Administrator

Pontefract Office Based

Up to £28,000 FTE

Are you an experienced IFA Administrator looking to join a supportive and close-knit firm with real flexibility?

We’re working in partnership with a highly respected, independent financial advice firm in Pontefract, who are looking to add an experienced Part-Time Administrator to their team. This is a fantastic opportunity for a detail-focused and client-friendly professional who enjoys working in a fast-paced yet friendly environment.

The Role:

You’ll play a key role in supporting the advisers with a wide range of administrative duties, including:

• Processing new business and client documentation
• Preparing valuation reports and annual review packs
• Managing provider and platform correspondence
• Updating client records and CRM systems (Intelligent Office)
• General client servicing and communications

What We’re Looking For:

• Previous experience in an IFA or wealth management environment
• Confident using financial platforms and provider portals
• Previous experience with Intelligent Office would be of most interest
• Excellent attention to detail and strong organisational skills
• A professional and approachable communicator
• Someone who thrives in a small office environment and enjoys working autonomously

What’s on Offer:

• Salary up to £28,000 FTE (pro rata for part-time hours)
• Flexible working pattern – e.g. school hours or 3–4 full days
• Supportive team with a strong reputation and loyal client base
• On-site parking and a relaxed office environment

This is an excellent opportunity for a career-minded administrator seeking a better work-life balance without sacrificing quality work and a great team culture.

To find out more or apply confidentially, contact the team at NJR Recruitment today quoting NJR15973