Job Title: IFA Administrator

Location: Leeds City Centre

Salary: £27,000 – £32,000

Benefits: Share scheme; discretionary bonus; 35-hour week; 24–26 days holiday + Christmas shutdown; private healthcare*; group income protection; life assurance; eye care scheme; wellbeing programme; bike to work scheme; full support with professional qualifications (*after qualifying period)

About the Company:

This award-winning wealth management group is known for its high-quality client service, strong compliance culture, and collaborative working environment across its Leeds, London, and Bath offices. With a reputation for technical excellence and a people-first approach, the firm supports long-term professional growth and encourages continued qualifications.

Role Summary:

As an IFA Administrator, you’ll play a key role in supporting advisers and ensuring clients receive a seamless, compliant and professional service. This role offers the chance to build deeper technical knowledge, work on interesting and complex cases, and progress your career within a supportive, well-structured environment.

Key Responsibilities:

• Act as a first point of contact for clients, ensuring a positive and efficient experience

• Deliver high-quality telephone-based support to clients, advisers and third parties

• Arrange client meetings to help advisers maintain strong client relationships

• Oversee financial transactions and ensure all files meet FCA compliance standards

• Track pipeline activity, keeping clients and advisers updated throughout the process

• Handle complex new business processing, including DB transfers and specialist investments

• Liaise with product providers, solicitors and accountants to resolve queries

• Maintain CRM records (CURO), ensuring accurate KYC data and documentation

• Process client invoices and coordinate with Finance on outstanding payments

• Complete CURO tasks in line with company procedures and compliance expectations

Requirements:

• Strong operational background within Financial Services

• Desire to expand technical knowledge and work toward relevant exams

• Confident with Microsoft Office and modern admin systems

• Strong organisation and prioritisation skills

• Excellent written and verbal communication