Full job descriptionLocation: Leeds (Office-based initially, hybrid available)
Salary: Flexible (DOE) + Bonus + Benefits
Job Type: Full-time, Permanent
About the Role
We’re currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm.
This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base.
Key Responsibilities
*Preparing and submitting new business applications and investment trades
*Obtaining illustrations, key documents and policy information
*Producing cost and charges disclosures and pre-advice packs
*Supporting the onboarding of new clients and ensuring compliance requirements are met
*Maintaining and updating accurate client records on back-office systems
*Managing workflows and diary tasks to ensure timely completion
*Submitting letters of authority and chasing providers
*Ensuring all files are fully compliant and audit-ready
About You
*Minimum 3 years’ financial services administration experience
*Strong understanding of pensions, investments and financial planning processes
*Experience with back-office systems (e.g. IO or similar)
*High attention to detail and strong organisational skills
*Confident using Microsoft Word and Excel
*Ability to work in a fast-paced, deadline-driven environment
What’s on Offer
*Competitive salary (depending on experience)
*Annual discretionary bonus
*Hybrid working after initial training period
*Pension, private medical cover & death in service
*24 days holiday + bank holidays (increasing with service)
*Study support and career development opportunities
*Friendly, supportive working environment
Apply Now
If you’re an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration.
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