Description

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

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

About You

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

What’s on Offer

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

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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