Location
Leeds
Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref89759
Recruiter Managing This Role
IFA Administrator Leeds
An established and growing financial planning firm in Leeds is looking to appoint an experienced IFA Administrator to support Financial Planners and Paraplanners within a busy, client-focused environment.
The role will involve providing comprehensive administrative support across the full financial planning process, ensuring high standards of accuracy, client service, and regulatory compliance.
Key Responsibilities:
1. Supporting Financial Planners and Paraplanners with day-to-day administration
2. Client onboarding, including AML checks, ID verification, and sanctions screening
3. Preparing client valuations, review packs, and suitability documentation
4. Processing new business, ISA and pension top-ups, and obtaining provider illustrations
5. Liaising with clients, providers, and internal stakeholders
6. Maintaining accurate client records on CRM systems
7. Ensuring compliance with FCA and AML requirements at all times
Skills & Experience:
8. Previous experience in an IFA Administrator or financial services administration role
9. Good understanding of FCA regulations and financial planning processes
10. Strong attention to detail and organisational skills
11. Confident IT user with Microsoft Office and CRM systems
12. Professional, friendly approach when dealing with clients
The Opportunity:
This role would suit someone looking to join a supportive financial planning firm offering long-term development and progression within the business. Study support may be available for relevant qualifications.