IFA Administrator

Role: IFA Administrator Location: LS19, Leeds Salary: £30-35k/Year Role Overview Supporting advisers by handling end‑to‑end administration across core financial products, ensuring smooth client service and accurate record‑keeping. Key Responsibilities New business processing - Handle applications for protection, pensions, investments, trusts and IHT products. AML checks - Collect documentation and run electronic verification for new and existing clients. Client review preparation - Compile annual review packs and obtain up‑to‑date valuations. Product research - Request illustrations and product literature. Transaction administration - Submit trades, fund switches and platform instructions. Provider liaison - Communicate with providers to progress cases. Authority handling - Process letters of authority and manage information requests. Client support - Respond to queries and maintain accurate financial records. Internal administration - Maintain company records and support general office tasks. Regulatory awareness - Stay updated on FCA rules and internal procedures. Adviser support - Act as a key contact for advisers and clients. Essential Skills IT proficiency - Strong MS Office and back‑office system skills. Communication - Clear written and verbal communication. Organisation - Highly organised with strong attention to detail. Client focus - Consistently prioritises client needs. Problem‑solving - Resourceful and proactive. Desirable Skills Platform knowledge Pension & investment understanding Familiarity with major platforms Qualifications & Experience GCSE English & Maths Interest in working toward financial qualifications. IFA/wealth admin experience - approx. 2 years. Proven ability to build strong client relationships. Benefits 35‑hour week, flexible start/finish times. Option for 1 day WFH after onboarding. 25 days holiday + bank holidays. Private healthcare. 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