IFA Administrator

Leeds

Salary: up to £32,000

NJR Recruitment is working with a longstanding, successful, and directly authorised Independent Financial Advice practice in North Leeds, who are looking to recruit an experienced IFA Administrator to join their busy and supportive team.

This is a fantastic opportunity for a driven and knowledgeable individual who is confident within financial planning administration and ideally keen to develop into paraplanning in the future.

The Role:

As an IFA Administrator, you will provide essential support to the advisers and play a key part in ensuring a smooth client experience. Responsibilities include:

• Processing new business applications, including investment trades
• Compiling client review packs, valuations, and illustrations
• Managing and processing Letters of Authority
• Assisting with suitability report preparation
• Maintaining accurate client records on Intelligent Office
• Liaising with clients, providers, and third parties
• Ensuring all information is compliant and up to date

About You:

We are seeking an experienced IFA Administrator who can demonstrate:

• Strong knowledge of Intelligent Office (essential)
• Experience using FE Analytics (ideal but not essential)
• Confidence using investment platforms
• Good understanding of Word and Excel, or willingness to learn
• Excellent organisational skills and attention to detail
• A proactive and professional approach
• Desire to progress into paraplanning (optional but beneficial)

What’s on Offer:

• Salary up to £32,000 for the right candidate
• Pension & Life Cover
• Full-time, office-based role in North Leeds
• Supportive working environment with long-term career prospects
• Opportunity to expand your technical knowledge

If you’re an experienced financial planning administrator looking to join a stable, reputable firm with progression opportunities, we’d love to hear from you.

For further information please apply today or contact one of our specialist consultants quoting REF: NJR16267