IFA Administrator

Leeds – Office Based

Up to £30,000 Benefits

Are you an experienced IFA Administrator looking to take the next step in your career? NJR Recruitment is working on behalf of a highly regarded and professional financial planning firm in Leeds who are looking to grow their support team.

This is a fantastic opportunity for an organised, detail-focused administrator who wants to join a relaxed but professional team

The Role:

As part of the administration team, you will provide vital support to financial advisers, ensuring clients receive the highest levels of service. Responsibilities include:

• Processing new business applications across pensions, investments and protection
• Preparing valuations, client review packs and documentation ahead of meetings
• Maintaining accurate client records and updating internal systems
• Liaising with product providers and clients to chase outstanding information
• Supporting advisers with technical administration, with the opportunity to move into suitability report writing

About You:

We are looking for someone who can demonstrate:

• Previous experience in an IFA, financial planning, or wealth management firm (essential)
• Strong understanding of financial products, including pensions and investments
• Excellent organisational skills and attention to detail
• A proactive, professional, and client-focused approach
• Ambition to progress towards suitability report writing and developing technical knowledge would be a benefit

What’s on Offer:

• Salary up to £30,000 depending on experience
• Full-time, office-based role in Leeds
• 25 days holiday bank holidays
• Free parking
• Supportive team culture with career progression opportunities
• Ongoing training and study support available

This is a brilliant opportunity for a career-minded administrator who is looking for stability, professional growth, and a chance to develop their skills further within a supportive firm.

For more information or to apply, please contact the team at NJR Recruitment today quoting NJR16021