IFA Administrator

IFA Administrator - (Leeds) Salary: 28,000 - 32,000 DOE Full-time On-Site

About

A growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.

The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to clients. As a small, collaborative business, they value attention to detail, professionalism and a people-first approach to financial planning.

The Role

You will play a key role in supporting advisers and paraplanners by ensuring client cases progress smoothly and efficiently. From new business processing and client servicing to liaising with providers and maintaining accurate records, you'll help deliver a first-class client experience at every stage of the advice journey.

What you'll be doing

• Preparing and processing new business applications across pensions, investments and protection products

• Assisting advisers and paraplanners with the administration of client cases from initial enquiry through to completion

• Maintaining and updating client records, ensuring all information is accurate and up to date

• Producing valuation reports, review packs and supporting documentation for client meetings

• Liaising with product providers, platforms and third parties to obtain information and progress cases

• Monitoring and chasing outstanding business to ensure cases move through efficiently

• Handling client queries professionally and providing excellent day-to-day support

• Ensuring all records, correspondence and processes meet FCA and internal compliance requirements

• Using back-office systems and provider platforms to maintain workflow and case progress

• Supporting the wider team with administrative tasks and helping to improve operational processes Requirements

• Previous administration experience within financial services, wealth management or an IFA practice

• Strong organisational skills and the ability to manage multiple tasks and deadlines

• Excellent attention to detail and accuracy

• Strong written and verbal communication skills

• Experience working with Microsoft Office applications, particularly Outlook, Word and Excel

• A professional and client-focused approach

• Ability to work effectively as part of a team while managing your own workload Preferable Skills

• Experience supporting Independent Financial Advisers and Paraplanners

• Knowledge of pensions, investments and protection products

• Experience using financial services platforms and CRM systems such as Intelliflo, CashCalc, Voyant

• Understanding of FCA regulations and financial planning processes

• Working towards a relevant financial services qualification Benefits

• A competitive salary

• Support and funding towards professional qualifications and ongoing CPD

• A modern, collaborative team where your ideas are genuinely welcomed

• 25 days holiday

• Non-contractually and subject to a review of business requirements each year, the firm gives paid holiday between Christmas and New Year that does not need to be taken from the main entitlement

• Free office parking

• Career progression opportunities within financial planning and wealth management Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.