IFA Administrator – Leeds

Salary:

Benefits: Life assurance, Hybrid working, Income protection, Enhanced pension, Bonus scheme, Study support, Discretionary company bonus scheme, 24 days annual leave (increasing to 26), plus 2 additional paid days for Christmas shutdown, Full financial and study support for professional qualifications, Private healthcare (following qualifying period), Group income protection, Wellbeing programme, Eye care scheme, Cycle to work scheme, Standard 35-hour working week (Monday to Friday, 9:00am to 5:00pm)

About the Company

An established and highly regarded independent wealth management firm with a strong national reputation, known for providing bespoke, holistic financial planning and investment management to private clients.

Role Summary

This role offers an established financial services administrator the opportunity to join a respected wealth management practice in Leeds, providing direct exposure to high-calibre advisory teams, a structured 35-hour working week, and fully funded support toward professional financial planning exams.

Key Responsibilities

• Process new business applications, fund switches, and withdrawals across third-party investment platforms, giving you broad technical familiarity with modern wealth management solutions.
• Support the end-to-end client onboarding and review process, deepening your practical understanding of the advisory journey from initial consultation through to post-meeting execution.
• Liaise directly with third-party product providers, platforms, and internal advisers to manage pipeline progress, building your professional communication skills and industry network.
• Maintain client records and review documentation within Curo, developing your compliance insight and operational mastery of market-leading practice management technology.

Requirements

• Operational administration experience within financial planning, wealth management, or the broader financial services sector.
• Proficiency with back-office CRM systems, with experience using Curo or similar wealth platforms considered an advantage, alongside strong core Microsoft Office skills.
• Strong interpersonal and telephone communication skills, with the ability to build collaborative relationships with clients, advisers, and external institutions.
• Excellent organisational ability and attention to detail, paired with an appetite to learn and pursue professional financial services qualifications.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Client Delivery Associate, Financial Planning Administrator, Wealth Management Administrator, Client Support Administrator, Private Client Administrator

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.