Vacancy – IFA Administrator

Would you like to work for an established, successful financial planning firm which takes good care of its team and clients, offers flexible working, is based in a lovely office in a semi-rural location and provides a competitive salary and holiday allowance?

The company

Robertson Baxter is a financial planning firm based in Shepley, Huddersfield and was founded by our CEO Greg Robertson and our MD Stephen Baxter in 2007. The business has grown considerably since then and we now have a team of 17 staff who look after more than a hundred client groups, comprised of high-net worth individuals, families, trusts and charities. Our continued growth means we now have a vacancy for an IFA Administrator and we are looking for the right person to join our team. The position is a full-time permanent one, subject to satisfactory completion of a 6-month probationary period.

About you

The successful individual will be part of the Client Services team, reporting directly to Helen Morgan, Client Services Manager. It is essential that you have previous experience in IFA administration as this is a specialist area.

You will be a good match for this role if you:

  • produce quality work and provide quality service to clients and colleagues
  • are a do-er and like to be busy – it is never quiet!
  • enjoy IFA administration work and completing a variety of tasks – from basic to complex, ad-hoc to routine
  • can work independently without close supervision
  • are exceptionally organised and can manage yourself to meet a range of multiple deadlines
  • enjoy a challenge and continually learning due to the complex nature of the work
  • pay close attention to detail and work to high standards
  • have excellent written and verbal communication skills
  • demonstrate competencies which align with our vision of excellence and associated values and are a good fit for our culture i.e. you are a nice person, a team-player (no egos allowed!) who cares and works hard to produce the best possible results
  • are ready to work at a very high level of IFA administration, which also includes elements of what paraplanners might typically do

Apply today

If you are interested and would like to know more in the first instance, please contact our Practice Manager Jo by email at jo.vaughan@robertsonbaxter.com. To formally apply for this position, please send your CV and a supporting application letter to Jo by 17th January 2022.

 Direct applications only i.e. no contact from agencies for this position (lovely as you are!) thank you.

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    Awards we’ve received along the way

    2024 – Professional Adviser Women in Finance Awards

    Finalist in 2 categories - Adviser of the Year (North East) - Gillian Shirt and Team Leader of the Year (Small Firms) - Helen Morgan and Joanne Vaughan

    2024 – Yorkshire Financial Awards

    Winner - Financial Adviser Team of the Year

    2024 – Yorkshire Financial Awards

    Winner - Director of the Year

    Joanne Vaughan

    2024 – Yorkshire Financial Awards

    Finalist - Director of the Year

    Antony Barton

    2024 – Yorkshire Financial Awards

    Finalist - Independent Financial Adviser of the Year

    Antony Barton & Gillian Shirt

    2024 – Yorkshire Financial Awards

    Finalist - Trainee of the Year

    Luci Tinsley

    2023 – Professional Adviser Women in Finance Awards

    Finalist - Team Leader of the Year (small/medium firms)

    2023 – Yorkshire Financial Awards

    Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

    2022 – Professional Adviser Women in Finance Awards

    Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

    2022 – Professional Adviser Awards

    Finalist - Best Adviser Website

    2022 – Yorkshire Financial Awards

    Finalist - Independent Financial Adviser of the Year

    2021 – Professional Adviser Women in Finance Awards

    Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

    2021 – Yorkshire Financial Awards

    Winner - Rising Star of the Year

    2021 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year

    2020 – Professional Adviser Women in Finance Awards

    Finalist - Financial Adviser of the Year - North

    2020 – Professional Adviser Women in Finance Awards

    Finalist - Woman of the Year - In-House Adviser Support

    2020 – Professional Paraplanner Awards

    Finalist - Paraplanner of the Year (In-house)

    2020 – Yorkshire Financial Awards

    Finalist - Customer Service Award

    2020 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year

    2020 – Yorkshire Financial Awards

    Finalist - Rising Star Award

    2019 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year