Salary: £28,000 - £32,000 DOE
Full-time | On-Site
About
A growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.
The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to clients. As a small, collaborative business, they value attention to detail, professionalism and a people-first approach to financial planning.
The Role
You will play a key role in supporting advisers and paraplanners by ensuring client cases progress smoothly and efficiently. From new business processing and client servicing to liaising with providers and maintaining accurate records, you'll help deliver a first-class client experience at every stage of the advice journey.
What you'll be doing
Preparing and processing new business applications across pensions, investments and protection products
Assisting advisers and paraplanners with the administration of client cases from initial enquiry through to completion
Maintaining and updating client records, ensuring all information is accurate and up to date
Producing valuation reports, review packs and supporting documentation for client meetings
Liaising with product providers, platforms and third parties to obtain information and progress cases
Monitoring and chasing outstanding business to ensure cases move through efficiently
Handling client queries professionally and providing excellent day-to-day support
Ensuring all records, correspondence and processes meet FCA and internal compliance requirements
Using back-office systems and provider platforms to maintain workflow and case progress
Supporting the wider team with administrative tasks and helping to improve operational processesRequirements
Previous administration experience within financial services, wealth management or an IFA practice
Strong organisational skills and the ability to manage multiple tasks and deadlines
Excellent attention to detail and accuracy
Strong written and verbal communication skills
Experience working with Microsoft Office applications, particularly Outlook, Word and Excel
A professional and client-focused approach
Ability to work effectively as part of a team while managing your own workloadPreferable Skills
Experience supporting Independent Financial Advisers and Paraplanners
Knowledge of pensions, investments and protection products
Experience using financial services platforms and CRM systems such as Intelliflo, CashCalc, Voyant
Understanding of FCA regulations and financial planning processes
Working towards a relevant financial services qualificationBenefits
A competitive salary
Support and funding towards professional qualifications and ongoing CPD
A modern, collaborative team where your ideas are genuinely welcomed
25 days holiday
Non-contractually and subject to a review of business requirements each year, the firm gives paid holiday between Christmas and New Year that does not need to be taken from the main entitlement
Free office parking
Career progression opportunities within financial planning and wealth managementSearch 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
Salary description
£28000.00 - £32000.00 per year