IFA Administrator

Location:
Leeds
Salary: up to 35,000, depending on experience

Are you an experienced and motivated IFA Administrator looking to further your career within a respected financial services firm? This is an excellent opportunity to join a supportive team where your skills will help deliver an exceptional client experience.

As an IFA Administrator, you'll be a key part of the adviser support team, ensuring clients receive a seamless and professional service. Your day-to-day responsibilities will include:

• Managing and submitting new business applications and investment instructions
• Preparing client review packs, valuations, and product illustrations
• Handling Letters of Authority and ensuring information is gathered efficiently
• Assisting advisers with suitability report preparation
• Keeping client records up to date within Intelligent Office
• Communicating with clients, providers, and third parties to progress cases
• Ensuring all documentation is accurate, compliant, and completed within deadlines

We're looking for someone with strong administrative experience in financial planning who enjoys working in a detail-focused role. You will bring:

• Solid experience using Intelligent Office (essential)
• Familiarity with FE Analytics (advantageous but not required)
• Confidence working with investment platforms and financial products
• Competency in Word and Excel, or enthusiasm to develop your skills
• Strong organisation, accuracy, and the ability to work proactively
• A professional approach with great communication skills

• Pension and life cover
• Full-time, office-based role in North Leeds
• A welcoming, collaborative working environment
• Genuine long-term progression and opportunity to broaden your technical knowledge

If you're looking for a role where you can build your expertise, support a team of experienced advisers, and grow your career within financial services, this could be the ideal next step.