IFA Administrator

Senior IFA Administrator

Location:
Leeds

Salary: £35,000 (flexible depending on experience)

We are working with a well-established, independent financial planning firm with a strong reputation for providing a highly personalised service to private clients.

The business offers a professional and supportive working environment, with a strong focus on client service, technical quality and delivering excellent outcomes.

The Role

We are looking for a professional, personable and highly organised Senior IFA Administrator to join the Leeds office.

You will provide administrative and business-processing support to advisers and clients, ensuring work is completed accurately, efficiently and in line with company procedures and compliance requirements.

Key Responsibilities

• Provide day-to-day administrative and back-office support to advisers and clients.
• Process new business and ongoing client servicing, including investment amendments, trades and withdrawals.
• Support client onboarding and review processes, including pre- and post-meeting administration.
• Liaise with product providers, platforms and other third parties.
• Maintain accurate client records and KYC information on the firm's CRM/back-office system.
• Process client invoices and liaise with Finance regarding outstanding payments.
• Monitor and progress tasks within agreed timescales.
• Review client documentation to ensure compliance requirements are met and resolve any remedial actions.
• Build strong working relationships with clients, advisers, colleagues and external providers.

About You

• Previous experience within IFA or Financial Services Administration.
• Strong organisational and prioritisation skills.
• Excellent attention to detail and accuracy.
• Confident verbal and written communication skills.
• Professional telephone manner.
• Good IT skills, including Microsoft Office.
• Comfortable working with CRM and back-office systems.
• A proactive and reliable approach to managing workload and deadlines.

Why Apply?

This is a great opportunity for an experienced IFA Administrator to join a well-established financial planning business and provide high-quality administrative support to advisers and private clients.