Job Description
IFA Administrator – Independent Financial Planning FirmLocation: Leeds (Office-based)Salary: £26,000 to £30,000Type: Full-time, permanentBenefits include: 25 days holiday + bank holidays, birthday off, pension, free on-site parkingAre you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business.This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.The Role:As an IFA Administrator, you will work closely with the paraplanning/administration team, ensuring the smooth delivery of client services and efficient day-to-day operations. Your duties will include: * Processing new business across pensions, investments, and protection products * Producing Annual Review Reports * Preparing review packs, valuations, and policy summaries * Managing client records and maintaining the back-office system * Liaising with providers and supporting the advice process end-to-end * Ensuring compliance and accuracy in all documentation * Supporting a small, collaborative team with general office dutiesWhat We're Looking For: * A minimum of 2 years experience in an IFA/wealth management firm * Strong working knowledge of financial planning products and processes * Highly organised, detail-oriented and comfortable working in a busy office environment * Excellent communication skills and a proactive, team-focused attitude * A true career administrator who thrives on structure, accuracy, and client serviceWhat’s on Offer: * Salary £26,000 to £30,000, depending on experience * 25 days annual leave plus bank holidays * Birthday off every year * Free on-site parking * Friendly, stable team environment with long-term potential * Full-time office-based role * Company pensionIf you’re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we’d love to hear from you.Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755#FIN
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