Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leeds
£29000 - £33000 21/09/2026
NJR17010
£29000 - £33000 21/09/2026
NJR17010
DESCRIPTION
IFA Administrator
Leeds
NJR now have an excellent opportunity for an ambitious IFA Administrator to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre
This is a genuinely exciting opportunity for an ambitious individual who is looking to further their career within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the practice.
Working as part of a busy and friendly team and providing administrative support for the Financial Advisers the successful candidate will be responsible for:
Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
Taking receipt of, distributing, scanning and electronically filing incoming post.
Processing outgoing post.
Liaising with product providers and clients, handling all client queries.
Building strong rapport with existing and prospective clients.
Producing and chasing letters of authority.
Creating and maintaining clients\' records in the CRM system.
Completing AML checks.
Processing new business applications and existing business alterations.
What\'s in it for you?
Competitive Salary
Hybrid working after probationary period
25 Days Holiday + Bank Holidays
Death in service cover
Private Healthcare
Full Study Support
Early Finish on Fridays
Dress Down Fridays
We are looking for an enthusiastic individual that has previous experience working in financial services and will consider those from a restricted financial planning background looking to join an IFA firm.
For further information please contact one of our specialist consultants quoting REF: NJR17010
Leeds
NJR now have an excellent opportunity for an ambitious IFA Administrator to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre
This is a genuinely exciting opportunity for an ambitious individual who is looking to further their career within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the practice.
Working as part of a busy and friendly team and providing administrative support for the Financial Advisers the successful candidate will be responsible for:
Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
Taking receipt of, distributing, scanning and electronically filing incoming post.
Processing outgoing post.
Liaising with product providers and clients, handling all client queries.
Building strong rapport with existing and prospective clients.
Producing and chasing letters of authority.
Creating and maintaining clients\' records in the CRM system.
Completing AML checks.
Processing new business applications and existing business alterations.
What\'s in it for you?
Competitive Salary
Hybrid working after probationary period
25 Days Holiday + Bank Holidays
Death in service cover
Private Healthcare
Full Study Support
Early Finish on Fridays
Dress Down Fridays
We are looking for an enthusiastic individual that has previous experience working in financial services and will consider those from a restricted financial planning background looking to join an IFA firm.
For further information please contact one of our specialist consultants quoting REF: NJR17010
Apply Now
