Job Title: Senior IFA Administrator
Industry: Financial Services
Location: Leeds
Salary: £30,000 - £40,000
Hybrid: Flexibility
Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?
They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to enable the delivery of strong client outcomes.
The Role
- Processing new business (including investments, pensions, mortgages, and life policies)
- Handling client servicing requests (e.g., switches, rebalances, withdrawals)
- Managing policy enquiries and client correspondence
- Providing administrative support: handling calls, managing post, typing documents, and greeting clients
- As a Senior IFA Administrator you will help and collaborate effectively with your colleagues
What's in it for you
- Basic Salary up to £40,000 + Bonuses
- Excellent Benefits
- Hybrid + Flex working
- Friendly team
- Pension
- Generous Study/Training Program
- Study support towards Level 4 Diploma
Skills and experience required
- 3 years+ Financial Planning Administration experience
- Consider applicants who are currently IFA administrators and doing senior work
Benefits
- Health Insurance
- 25 days holidays + Bank holidays, (days in between Christmas)
- Pension
- Study support towards level 4
- 35hrs week
- Free car parking
