Location
Elland
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89158
IFA Administrator Join a Supportive, Close-Knit Wealth Management Team
Salary: Up to £35,000 (DOE)
Working Pattern: 100% Office-Based | Full-Time | Permanent
Are you an experienced IFA Administrator looking for a long-term home within a warm, professional, and people-focused financial planning firm?
This is a fantastic opportunity to join a well-established independent financial advice practice that genuinely values its team. If you enjoy being the backbone of an office, thrive in a collaborative environment, and take pride in your work this could be your perfect next step.
Whats in it for you?
1. Competitive salary up to £35,000 (depending on experience)
2. 25 days holiday + your birthday off ?
3. 5% employer pension contribution
4. Cash plan for dental and optical care
5. Free onsite parking & EV charging points
6. Relaxed staff room with TV and 1-hour lunch breaks ?
7. Monthly Jolly Trolley delivering office treats ?
8. Paid Christmas party & a genuinely friendly team culture
The Role:
As an IFA Administrator, youll be at the heart of client servicing and adviser support. Your role will involve:
9. Managing new business submissions and ongoing client administration
10. Preparing meeting packs and maintaining accurate client records
11. Liaising with clients, providers, and advisers to ensure smooth case progression
12. Supporting the wider team with documentation and compliance
13. Ensuring every client receives an exceptional service experience
This position is perfect for someone who enjoys organisation, accuracy, and consistency and who takes satisfaction in knowing their work makes a real difference.
? What Were Looking For:
14. Experience within an IFA or financial planning practice
15. Strong administration skills and an eye for detail
16. Excellent communication and teamwork abilities
? If youre a dedicated, detail-oriented professional who values stability, teamwork, and a positive office culture wed love to hear from you!
? Apply today or contact Eden Rose Recruitment for a confidential chat.