IFA Administrator – Wakefield | £28,000 - £33,000 | Join a Dynamic Wealth Management Firm
Are you an experienced
IFA Administrator
or
Wealth Management Administrator
looking to take the next step in your career? This is a fantastic opportunity to join a respected, client-focused
Wealth Management firm
in Wakefield, where your skills and expertise will be truly valued. Why Join This Firm?
Well-established, growing wealth management business with a strong reputation for providing tailored financial advice to private clients across Yorkshire and beyond.
Supportive, professional, and friendly team culture where your development is encouraged.
Competitive salary package of
£28,000 - £33,000
(dependent on experience), plus excellent benefits.
Modern offices with flexible working options and a focus on work-life balance.
About the Role
As an
IFA Administrator, you will play a vital role in supporting the Financial Advisers and Paraplanners to deliver outstanding service to clients. Your attention to detail, organisational skills, and proactive approach will help ensure the smooth running of client administration. Key responsibilities include:
Preparing and processing new business applications across pensions, investments, protection, and other financial products
Managing client reviews and reports, ensuring timely and accurate delivery
Maintaining and updating client records on the back-office system (e.g. Intelligent Office, Adviser Office or similar)
Liaising with product providers, clients, and third parties to obtain information and resolve queries
Supporting advisers and paraplanners with research, valuations, and documentation
What We Are Looking For
Previous experience as an
IFA Administrator ,
Financial Planning Administrator, or in a similar role within
wealth management ,
IFA, or
financial services
Knowledge of pensions, investments, and protection products
Strong administrative, organisational, and communication skills
Confident user of back-office systems and Microsoft Office
A team player with a client-focused attitude
Salary and Benefits
£28,000 - £33,000 per annum
depending on experience
Generous holiday allowance
Pension scheme
Study support for relevant industry qualifications (e.g. CII, RO exams)
Opportunities for progression into paraplanning or adviser roles
Flexible and hybrid working options after probation
How to Apply
If you are ready to join a forward-thinking wealth management firm where you can build a rewarding career as an
IFA Administrator, apply today to find out more.
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