Ifa Administrator

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job 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. sideration.