Location
Leeds
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89909
Recruiter Managing This Role
Job Title: IFA Administrator
Salary: £30,000 (Dependent on experience and qualifications)
Reports To: Operations Manager / Paraplanner Team Lead
About the Role
We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.
Key Responsibilities
1. Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
2. Process suitability reports and ensure all client files are accurate and up-to-date.
3. Liaise with clients and providers to gather information, submit documents, and ensure smooth workflow.
4. Manage general office administration tasks to support the day-to-day operations of the team.
5. Support paraplanners and advisers with regulatory and financial exam preparation where needed.
6. Contribute to team development initiatives and provide input to improve processes.
Requirements
7. Previous experience as an IFA Administrator or similar role.
8. Strong understanding of processing suitability reports and financial services operations.
9. Experience liaising with clients and financial providers.
10. Excellent organisational, communication, and administrative skills.
11. Ability to work independently and as part of a small team.
12. Knowledge of R0 / financial exams is advantageous.