Job Description:

Role: IFA Administrator

Location: LS19, Leeds

Salary: £30-35k/Year

Role Overview

Supporting advisers by handling end‑to‑end administration across core financial products, ensuring smooth client service and accurate record‑keeping.

• New business processing - Handle applications for protection, pensions, investments, trusts and IHT products.

• AML checks - Collect documentation and run electronic verification for new and existing clients.

• Client review preparation - Compile annual review packs and obtain up‑to‑date valuations.

• Product research - Request illustrations and product literature.

• Transaction administration - Submit trades, fund switches and platform instructions.

• Provider liaison - Communicate with providers to progress cases.

• Authority handling - Process letters of authority and manage information requests.

• Client support - Respond to queries and maintain accurate financial records.

• Internal administration - Maintain company records and support general office tasks.

• Regulatory awareness - Stay updated on FCA rules and internal procedures.

• Adviser support - Act as a key contact for advisers and clients.

• IT proficiency - Strong MS Office and back‑office system skills.

• Communication - Clear written and verbal communication.

• Organisation - Highly organised with strong attention to detail.

• Client focus - Consistently prioritises client needs.

• Problem‑solving - Resourceful and proactive.

• Platform knowledge

• Pension & investment understanding

• Familiarity with major platforms

• GCSE English & Maths

• Interest in working toward financial qualifications.

• IFA/wealth admin experience - approx. 2 years.

• Proven ability to build strong client relationships.

• 35‑hour week, flexible start/finish times.

• Option for 1 day WFH after onboarding.

• 25 days holiday + bank holidays.

• Private healthcare.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.