⭐️ IFA Administrator
📍 Leeds
💰 c.£30,000 + Market Leading Benefits Package
Our client is an established and growing financial advice business is looking to appoint an experienced IFA Administrator to support its advisory team and client base.
This position involves supporting advisers with the day-to-day administration of client portfolios while ensuring efficient processing and excellent service delivery. The successful candidate will be involved throughout the full client journey, from onboarding new business through to ongoing servicing and review support.
Role & Responsibilities: 📋
- Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers
- Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings
- Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements
- Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards
- Act as a contact point for clients and third parties, handling queries efficiently and professionally
- Support advisers and paraplanners to ensure tasks are completed in a timely manner
- Carry out all duties in line with regulatory expectations and internal compliance procedures
Do you have the following to apply? ✅
- Previous experience in an administrative role within financial planning or wealth management
- Exposure to handling a range of financial products such as pensions, investments and protection
- Experience supporting both new business submissions and ongoing client servicing
- Familiarity with CRM/back-office systems and provider platforms
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.