Senior IFA Administrator – Financial Planning

About the role

We are seeking a Senior Independent Financial Advice (IFA) Administrator to join a well‑established financial planning firm in Leeds. You will provide high‑quality administrative support to advisers and clients, ensuring compliance and professionalism at every step.

Key responsibilities

• Process new business across investments, pensions and protection cases.
• Prepare client documentation, including application packs and agreements.
• Obtain provider information via Letters of Authority and collate paperwork.
• Execute online and paper‑based transactions such as fund switches, withdrawals and income payments.
• Maintain accurate client records using back‑office systems.
• Liaise with product providers and resolve client queries.
• Mentor and train junior administrators.
• Support ad‑hoc projects and departmental initiatives.

Required profile

• 3–5 years of experience in an IFA environment.
• Strong organisational abilities and attention to detail.
• Good knowledge of financial services products and regulatory requirements.
• Excellent communication skills for client and adviser interaction.

Required skills

What we offer

• Competitive salary up to £35,000, dependent on experience.
• Professional development and training opportunities.
• Clear career progression within a supportive team.
• Collaborative and friendly work environment.