IFA Administrator – Leeds (Hybrid) | Up to £34,000
A leading, forward?thinking financial planning firm in Leeds is seeking an experienced IFA Administrator to join their growing team. This is an exciting opportunity for someone who thrives in a fast?paced, client?focused environment and wants to build a long?term career within wealth management.
Working as part of a supportive and collaborative team, you’ll play a key role in ensuring clients receive a seamless and high?quality service. This position offers hybrid working, modern systems, and clear progression pathways.
Key Responsibilities
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Client administration including preparing review packs, valuations, and maintaining client files
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Processing new business, LOAs, withdrawals, contributions, and platform instructions
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Liaising with providers to obtain information, chase outstanding items, and ensure smooth case progression
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Updating CRM systems and ensuring compliance documentation is accurate and complete
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Supporting advisers with day?to?day workflow and delivering an exceptional client experience
About You
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Experience within an IFA, wealth management, or financial planning environment
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Strong organisational skills and excellent attention to detail
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Confident working with providers, platforms, and financial documentation
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A proactive, positive team player who enjoys problem?solving
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Strong communication skills and a client?focused mindset
What’s On Offer
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Salary up to £34,000 depending on experience
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Hybrid working – split between home and the Leeds office
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A supportive team culture with genuine development opportunities
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Exposure to a wide range of financial planning processes and client work
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A stable, reputable firm with modern systems and a strong regional presence