Part-Time IFA Administrator

Leeds – Office Based

£26,000 - £30,000

NJR Recruitment is delighted to be supporting a highly respected Chartered Independent Financial Planning firm in Leeds who are looking to recruit an experienced Part-Time IFA Administrator to join their growing team.

This is a fantastic opportunity for a committed and detail-focused professional who enjoys supporting advisers, delivering first-class client service, and working within a friendly, collaborative environment. The firm offers long-term stability, excellent culture, and strong career development opportunities.

The Role

Working alongside an existing support administrator, you will provide day-to-day administrative and client support to a Financial Consultant. Duties include:

• Maintaining and updating client records on the firm’s back-office system
• Liaising with providers to obtain and chase policy information
• Preparing client packs, review letters, valuations, and portfolio summaries
• Assisting with processing client instructions, including encashments and new business
• Handling incoming and outgoing post and completing paperwork accurately
• Providing general administrative support to ensure efficient adviser workflow

About You

To be considered, you must demonstrate:

• Previous experience within an IFA or Financial Planning practice (essential)
• Excellent organisation skills, strong attention to detail, and a proactive mindset
• Confident communication skills and ability to liaise professionally with clients and providers
• Strong IT literacy including Word, Excel, Outlook, and the ability to learn new systems quickly
• A trustworthy, positive and “can-do” attitude, with the ability to work effectively as part of a small team

This is an excellent opportunity for a career IFA Administrator seeking a part-time position with flexibility and long-term prospects within a well-established financial planning firm.

To apply or learn more, please contact NJR Recruitment in confidence quoting NJR16265