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.

The Role

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

About You

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

What's on Offer

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