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

• 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

• 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

If you’re an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration.

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