IFA Administrator

Leeds

£25,000 - £30,000

Are you an experienced Financial Planning Administrator looking to join a forward-thinking, values-driven wealth management firm in central Leeds?

NJR Recruitment is supporting a well-established and growing independent financial planning practice as they look to appoint a dedicated Administrator to support their busy team of Advisers and Paraplanners. This role presents a fantastic opportunity to be part of a dynamic business at an exciting time of growth and transformation.

About the Role:

You will play a key role in supporting the advice team, ensuring clients receive a consistently high level of service. Duties will include:

* Providing administrative support to Advisers, Directors and Paraplanners

* Acting as a friendly and professional first point of contact for clients

* Preparing documentation for client meetings and processing new business

* Handling provider communications and client queries

* Creating portfolio valuations and annual review packs

* Maintaining accurate records using the back-office system (Curo experience desirable)

About You:

We're looking for someone who is:

* Experienced in financial planning administration (minimum 2 years)

* Organised, proactive and a confident communicator

* Knowledgeable in a range of financial services products

* Passionate about delivering excellent client service

* Keen to develop and progress within a growing team

The Package:

* Competitive salary up to £30,000 (depending on experience)

* Hybrid working after a probationary period

* 25 days holiday + bank holidays

* Generous pension (4% employer contribution)

* Life assurance (x4 salary)

* Medical cashback plan

* Annual discretionary bonus

* Ongoing professional development and career progression

If you're ready to take the next step in your financial services career and want to be part of a collaborative and values-led environment, we'd love to hear from you.

To apply or learn more, contact the NJR Recruitment team today quoting REF: NJR15740

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