IFA Administrator

Location: Wetherby / Boston Spa (office-based) Salary: £27,000–£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team

This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you’re surrounded by strong support, clear processes and people who genuinely care about doing things properly.

The firm works with HNW individuals, families and business owners, offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You’ll be part of a boutique, collaborative environment where quality comes first, and where your role directly contributes to outstanding client outcomes.

The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway.

You’ll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment.

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• Client servicing & personalised support
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• Preparing documentation & maintaining accurate records
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• Attending client meetings; providing updates
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• Coordinating admin tasks & tracking investments
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• Supporting planners across the full product range
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• Managing LOAs, provider liaison & client communication
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• Preparing pre-meeting packs & processing post-meeting actions
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• Producing review letters
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• Handling group scheme renewals & new scheme setups
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• Managing general admin, stationery, post & provider correspondence
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• 2+ years financial services experience
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• Strong communication & organisation
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• High attention to detail
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• IT proficient (Microsoft Office)
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• Team-focused, client centric
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• FCA knowledge (desirable)
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• Senior admin/paraplanning exposure (desirable)
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• £27,000–£32,000 + discretionary bonus
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• 27 days holiday + bank holidays + birthday off
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• Pension scheme
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• Private health & mental health support
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• Death in service (4x salary)
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• Training & exam support
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• Fully office-based; collaborative environment
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If this role sounds of interest, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat.