Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leeds
£26000 - £30000 13/05/2025
NJR15755
£26000 - £30000 13/05/2025
NJR15755
DESCRIPTION
IFA Administrator - Independent Financial Planning Firm
Leeds (Office-based)
Salary: Up to 30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, free on-site parking
Are you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business.
This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.
The Role:
As an IFA Administrator, you will work closely with financial advisers and others, ensuring the smooth delivery of client services and efficient day-to-day operations. Your duties will include:
Processing new business across pensions, investments, and protection products
Preparing review packs, valuations, and policy summaries
Managing client records and maintaining the back-office system
Liaising with providers and supporting the advice process end-to-end
Ensuring compliance and accuracy in all documentation
Supporting a small, collaborative team with general office duties
What We\'re Looking For:
A minimum of 2 years\' experience in an IFA/wealth management firm
Strong working knowledge of financial planning products and processes
Highly organised, detail-oriented and comfortable working in a busy office environment
Excellent communication skills and a proactive, team-focused attitude
A true career administrator who thrives on structure, accuracy, and client service
What\'s on Offer:
Salary up to £30,000, depending on experience
25 days annual leave plus bank holidays
Birthday off every year
Free on-site parking
Friendly, stable team environment with long-term potential
Full-time office-based role
Company pension
If you\'re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we\'d love to hear from you.
Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755
Leeds (Office-based)
Salary: Up to 30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, free on-site parking
Are you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business.
This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.
The Role:
As an IFA Administrator, you will work closely with financial advisers and others, ensuring the smooth delivery of client services and efficient day-to-day operations. Your duties will include:
Processing new business across pensions, investments, and protection products
Preparing review packs, valuations, and policy summaries
Managing client records and maintaining the back-office system
Liaising with providers and supporting the advice process end-to-end
Ensuring compliance and accuracy in all documentation
Supporting a small, collaborative team with general office duties
What We\'re Looking For:
A minimum of 2 years\' experience in an IFA/wealth management firm
Strong working knowledge of financial planning products and processes
Highly organised, detail-oriented and comfortable working in a busy office environment
Excellent communication skills and a proactive, team-focused attitude
A true career administrator who thrives on structure, accuracy, and client service
What\'s on Offer:
Salary up to £30,000, depending on experience
25 days annual leave plus bank holidays
Birthday off every year
Free on-site parking
Friendly, stable team environment with long-term potential
Full-time office-based role
Company pension
If you\'re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we\'d love to hear from you.
Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755
Apply Now
