ifa administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Administrator

Location:

Leeds - Office-based

Salary:

£28,000-£32,000 per annum

Why Join Us?

This is a career-focused IFA Administrator role offering hands-on experience in financial services and clear opportunities to progress into senior administration or office management. You'll join a small, collaborative team where your contributions make a real impact, and you'll have the chance to grow your skills across multiple platforms and client-facing tasks.

Benefits:

• Office closed over Christmas
• Standard pension auto-enrolment
• On-site parking
• Flexible working options after probation (1 day per week remote possible)

About the Company:

We are a small, client-focused financial planning firm with a friendly, supportive culture. Our team of 4 includes 2 Financial Planners, 1 Admin, and 1 Trainee Paraplanner. We value candidates who are willing to "muck in," enjoy client interaction, and contribute to a collaborative working environment.

Key Responsibilities:

• Process transactions across IO, Aviva, Fidelity, and Aegon
• Manage back-office systems and maintain IO data accuracy
• Support advisors with day-to-day tasks and client interactions
• Call clients, schedule meetings, and provide general office support
• Case checking with regulatory compliance
• Assist with any other administrative tasks as required

What We're Looking For:

• Experienced administrator, ideally with some financial services background
• Organized, detail-oriented, and adaptable
• Strong communication and client service skills
• Motivated, proactive team player
• Ready to grow within the role of IFA Administrator

Desirable Skills:

• 1-3 years' experience in admin or financial services

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.