Job Title: IFA Administrator

Industry: Financial Advice

Location: Leeds (City Centre)

Salary: £25,000 - £30,000 DOE

Reference Number: 10217

Recruit UK is working on an exciting opportunity for an IFA Administrator to join an established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses.

As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.

Responsibilities

• Processing new business applications and liaising with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

What’s in it for you:

• Salary up to £30,000 depending on experience
• Career progression
• Auto enrolment pension
• Death in service
• 25 days annual leave plus bank holidays

Skills and experience required:

• Open to junior IFA Administrators
• Proven experience within Financial Services
• Strong organisational skills with the ability to plan and prioritise effectively

Get in touch or apply online