Full job descriptionIFA ADMINISTRATOR
Leeds
£30,000 - £35,000


Do you want to join a highly respected and established financial planning business with a supportive team culture and a strong client focus.


We are currently working on behalf of a reputable firm to recruit an experienced IFA Administrator. This is a fantastic opportunity to join a close-knit team of Administrators, Paraplanners, Financial Advisers, and Directors in a professional and rewarding environment.


The Role:
You will be responsible for providing comprehensive administrative support, including:
*Processing new business applications across various financial products
*Submitting transactions and fund switch requests on/off platform
*Obtaining illustrations, product literature, and portfolio valuations
*Preparing client meeting review packs
*Acting as a key liaison between clients, Financial Advisers, and product providers
*Handling Letters of Authority and maintaining accurate client records


The Ideal Candidate:
*Previous experience in IFA or Financial Planning administration is essential.
*Strong working knowledge of provider platforms
*Familiarity with XPlan and FE Analytics would be desirable
*Highly organised with excellent attention to detail
*Capable of working effectively under pressure


Benefits include:
*Genuinely competitive salary
*4% employer pension contribution
*£100,000 Death in Service benefit
*23 days holiday plus bank holidays


If you are an experienced IFA Administrator looking to join a client focused firm in the heart of Leeds, then Apply today or contact NJR Recruitment to find out more quoting NJR17084