IFA Administrator - Independent Financial Planning Firm

ZipRecruiter; Leeds; On-site; GBP 26,000 - 30,000; Full time

Job summary

A growing independent financial planning firm in Leeds is seeking an experienced IFA Administrator. This full-time role involves supporting client services, processing new business, and ensuring compliance in a collaborative office environment. The company offers a stable team atmosphere with benefits including 25 days holiday and a pension.

Benefits

25 days holiday + bank holidays

Birthday off

Pension

Free on-site parking

Qualifications

• Minimum 2 years experience in IFA/wealth management.
• Strong knowledge of financial planning products.

Responsibilities

• Processing new business across pensions, investments, and protection products.
• Producing Annual Review Reports.
• Managing client records and ensuring compliance.

Skills

Organised

Detail-oriented

Communication

Job description

Job Description

IFA Administrator – Independent Financial Planning Firm

Location: Leeds (Office-based)
Salary: £26,000 to £30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, pension, 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 the paraplanning/administration team, 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

* Producing Annual Review Reports

* 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 £26,000 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

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