IFA Administrator | Financial Services Administrator | Wealth Management

IFA Administrator | Financial Services Administrator | Wealth Management IFA Administrator £27,000 - £32,000 Near Wetherby, West Yorkshire Full Time | Permanent An established Chartered Financial Planning firm is looking to recruit an experienced IFA Administrator to join its growing Client Services team. This is an excellent opportunity for a Financial Services Administrator looking to join a professional, client-focused Wealth Management business offering genuine long-term career development. The Role • Provide full administrative support to Financial Advisers. • Process new business across pensions, investments and protection. • Liaise with providers, platforms and clients. • Prepare review packs and client documentation. • Maintain accurate client records and back-office systems. • Support advisers throughout the client journey from application through to ongoing servicing. Requirements • Previous experience as an IFA Administrator, Financial Services Administrator or Wealth Management Administrator is essential. • Experience working within an IFA, Financial Planning or Wealth Management firm. • Strong knowledge of pensions, investments and financial planning administration. • Excellent organisational skills and attention to detail. • Experience using Intelligent Office, Xplan or similar back-office systems is advantageous. What's on Offer • £27,000 - £32,000 • Friendly and supportive team. • Genuine long-term career progression. • Modern, professional working environment. • Opportunity to develop your career within Financial Planning. If you're an experienced IFA Administrator looking for your next opportunity, we'd love to hear from you.