IFA ADMINISTRATOR

Leeds

£30,000 - £35,000

Do you want to join a highly respected and established financial planning business with a supportive team culture and a strong client focus.

We are currently working on behalf of a reputable firm to recruit an experienced IFA Administrator. This is a fantastic opportunity to join a close-knit team of Administrators, Paraplanners, Financial Advisers, and Directors in a professional and rewarding environment.

The Role:

You will be responsible for providing comprehensive administrative support, including:

• Processing new business applications across various financial products
• Submitting transactions and fund switch requests on/off platform
• Obtaining illustrations, product literature, and portfolio valuations
• Preparing client meeting review packs
• Acting as a key liaison between clients, Financial Advisers, and product providers
• Handling Letters of Authority and maintaining accurate client records

The Ideal Candidate:

• Previous experience in IFA or Financial Planning administration is essential.
• Strong working knowledge of provider platforms
• Familiarity with XPlan and FE Analytics would be desirable
• Highly organised with excellent attention to detail
• Capable of working effectively under pressure

Benefits include:

• Genuinely competitive salary
• 4% employer pension contribution
• £100,000 Death in Service benefit
• 23 days holiday plus bank holidays

If you are an experienced IFA Administrator looking to join a client focused firm in the heart of Leeds, then Apply today or contact NJR Recruitment to find out more quoting NJR17084