IFA Administrator

Job Title: IFA Administrator

Industry: Financial Advice

Location: Leeds (City Centre)

Salary: £25,000 - £30,000 DOE

Reference Number: 10217

Recruit UK is working on an exciting opportunity for an IFA Administrator to join an established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses.

As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.

Responsibilities

• Processing new business applications and liaising with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

What's in it for you:

• Salary up to £30,000 depending on experience
• Career progression
• Auto enrolment pension
• Death in service
• 25 days annual leave plus bank holidays

Skills and experience required:

• Open to junior IFA Administrators
• Proven experience within Financial Services
• Strong organisational skills with the ability to plan and prioritise effectively

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.