IFA Administrator

Search

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.

Apply Now →

Application opens at the source listing. Free for jobseekers.

Related Jobs