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:
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Supporting Financial Planners and Paraplanners with day-to-day administration
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Client onboarding, including AML checks, ID verification, and sanctions screening
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Preparing client valuations, review packs, and suitability documentation
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Processing new business, ISA and pension top-ups, and obtaining provider illustrations
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Liaising with clients, providers, and internal stakeholders
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Maintaining accurate client records on CRM systems
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Ensuring compliance with FCA and AML requirements at all times
Skills & Experience:
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Previous experience in an IFA Administrator or financial services administration role
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Good understanding of FCA regulations and financial planning processes
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Strong attention to detail and organisational skills
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Confident IT user with Microsoft Office and CRM systems
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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.