Ifa Administrator

Location: Leeds (Office-based initially, hybrid available)Salary: Flexible (DOE) + Bonus + BenefitsJob 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

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• Preparing and submitting new business applications and investment trades
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• Obtaining illustrations, key documents and policy information
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• Producing cost and charges disclosures and pre-advice packs
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• Supporting the onboarding of new clients and ensuring compliance requirements are met
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• Maintaining and updating accurate client records on back-office systems
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• Managing workflows and diary tasks to ensure timely completion
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• Submitting letters of authority and chasing providers
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• Ensuring all files are fully compliant and audit-ready
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About You

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• Minimum 3 years’ financial services administration experience
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• Strong understanding of pensions, investments and financial planning processes
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• Experience with back-office systems (e.g. IO or similar)
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• High attention to detail and strong organisational skills
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• Confident using Microsoft Word and Excel
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• Ability to work in a fast-paced, deadline-driven environment
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What’s on Offer

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• Competitive salary (depending on experience)
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• Annual discretionary bonus
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• Hybrid working after initial training period
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• Pension, private medical cover & death in service
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• 24 days holiday + bank holidays (increasing with service)
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• Study support and career development opportunities
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• Friendly, supportive working environment
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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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