Job Title: IFA Administrator

Location: Leeds

Salary:

Up to £30,000

Up to £32,000 for highly experienced candidates within business processing

Benefits:

• Company discretionary bonus scheme
• 24 days holiday increasing to 26 days, plus Christmas shutdown
• Private healthcare
• Group income protection
• Life assurance
• Eye care scheme
• Wellbeing programme
• Bike to Work scheme
• Support with professional qualifications
• Hybrid working – 2 days from home

About the Company:

An established financial services organisation is looking to expand its administration function in Leeds following changes to its operational structure. The team supports advisers and clients through a centralised client portal and delivers a broad range of business processing and administrative support across wealth management operations.

The function is split across multiple specialist teams, including business processing, reporting support and report building, with flexibility for employees to move between teams depending on workload and development opportunities.

Role Summary:

This role will suit someone with strong financial services administration experience who enjoys working in a fast-paced operational environment. You will support advisers and clients through accurate business processing, pipeline management and back-office administration while ensuring all activity is completed in line with internal procedures and SLAs.

The position offers hybrid working, structured team support and exposure across multiple operational areas within the administration function.

Key Responsibilities:

• Process new business activities accurately across internal systems and provider platforms
• Manage and track pipeline activity to ensure timely progress updates for advisers and clients
• Support client onboarding and review processes through effective administration
• Maintain accurate client and KYC records within the CRM system
• Liaise with providers and third parties to progress cases and resolve queries efficiently
• Support wider business processing activity including amendments, withdrawals and trades
• Ensure all tasks are completed in line with company procedures and compliance standards
• Build strong working relationships across internal teams and external stakeholders
• Review client documentation and identify remedial actions where required

Requirements:

• Previous experience within financial planning or wealth management administration
• Strong organisational skills and attention to detail
• Experience managing workloads against SLAs and deadlines
• Confident communication skills both written and verbal
• Comfortable working across multiple systems and provider platforms
• Strong Microsoft Office skills
• Ability to work collaboratively across different operational teams

If you are interested in finding out more about this opportunity, please apply for a confidential discussion.