IFA Administrator
Leeds, hybrid
Up to £33,000 + Bonus + Excellent Benefits
Study Support towards Diploma in Financial Planning
An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK’s leading wealth management organisations.
Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care.
Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners.
This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications.
The Role
You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process.
Responsibilities will include:
• Providing full administrative support to Financial Advisors and Paraplanners
• Preparing and processing new business applications
• Managing client correspondence and documentation
• Liaising with providers, platforms, and third parties
• Maintaining accurate client records and updating internal systems
• Assisting with valuations, fund switches, withdrawals, and policy servicing
• Preparing review packs and supporting annual review processes
• Ensuring all work is completed in line with FCA and internal compliance standards
About You
The successful candidate will ideally have:
• Previous experience working within an IFA or wealth management environment
• Strong understanding of financial planning products and processes
• Excellent organisational and communication skills
• High attention to detail and ability to manage multiple priorities
• Experience supporting Advisors and/or Paraplanners
• A professional and client focused approach
• Progress towards Diploma qualifications would be advantageous but is not essential
What’s on Offer
• Salary negotiable depending on experience up to around £33,000
• Annual discretionary bonus, typically paid at 8% to 10% of salary
• First class benefits package
• Study support towards the Diploma in Financial Planning
• Genuine long term career progression opportunities
• Exposure to complex HNW and UHNW financial planning cases
• Opportunity to join one of the UK’s most respected wealth management firms
This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.