Full job descriptionSenior IFA Administrator
Location: Leeds
Salary: £35,000 (flexible depending on experience)
We are working with a well-established, independent financial planning firm with a strong reputation for providing a highly personalised service to private clients.
The business offers a professional and supportive working environment, with a strong focus on client service, technical quality and delivering excellent outcomes.
The Role
We are looking for a professional, personable and highly organised Senior IFA Administrator to join the Leeds office.
You will provide administrative and business-processing support to advisers and clients, ensuring work is completed accurately, efficiently and in line with company procedures and compliance requirements.
Key Responsibilities
*Provide day-to-day administrative and back-office support to advisers and clients.
*Process new business and ongoing client servicing, including investment amendments, trades and withdrawals.
*Support client onboarding and review processes, including pre- and post-meeting administration.
*Liaise with product providers, platforms and other third parties.
*Maintain accurate client records and KYC information on the firm’s CRM/back-office system.
*Process client invoices and liaise with Finance regarding outstanding payments.
*Monitor and progress tasks within agreed timescales.
*Review client documentation to ensure compliance requirements are met and resolve any remedial actions.
*Build strong working relationships with clients, advisers, colleagues and external providers.
About You
*Previous experience within IFA or Financial Services Administration.
*Strong organisational and prioritisation skills.
*Excellent attention to detail and accuracy.
*Confident verbal and written communication skills.
*Professional telephone manner.
*Good IT skills, including Microsoft Office.
*Comfortable working with CRM and back-office systems.
*A proactive and reliable approach to managing workload and deadlines.
Why Apply?
This is a great opportunity for an experienced IFA Administrator to join a well-established financial planning business and provide high-quality administrative support to advisers and private clients.