Experienced IFA Administrator

Search; Leeds; On-site; GBP 33,000 - 39,000; Full time

Benefits offered by this job

Salary £35k

25 days holiday

On-site

Career development

Job summary

Search is seeking a Senior Administrator to provide expert IFA administrative support in a regulated financial planning environment. The role focuses on pension transfers, ISA transfers, and maintaining precise client records to support advisers and ensure compliant case progression.

This full‑time, on‑site position requires strong technical knowledge of investment products and excellent organisational capability, with opportunities to deepen technical knowledge across pensions and investments.

Qualifications

• Strong background in investment administration.
• Experience with ISA, GIA and pension products.
• Excellent accuracy and attention to detail.
• Strong liaison with advisers and providers.

Responsibilities

• Pension transfer administration: end‑to‑end processing, liaison, documentation accuracy and case tracking.
• ISA transfer handling: ensure smooth movement of client assets, complete forms and maintain records.
• Investment transfer processing: coordinate with providers, advisers and internal systems to progress cases.
• Preparing and maintaining client files, valuations, and regulated documentation.
• Acting as a key administrative contact for advisers, providing updates and resolving queries.
• Ensuring all work meets FCA standards for accuracy, record‑keeping and turnaround times.
• Supporting new business onboarding and contributing to operational improvements.

Skills

Investment admin

ISA/Pension products

Attention to detail

CRM systems

Communication

Prioritisation

Tools

Microsoft Office

Job description

Senior Administrator

Full Time | On‑Site

Salary: £35,000 per annum

Location: North Leeds

Role Overview

An experienced IFA Administrator responsible for delivering high‑quality administrative support within a regulated financial planning environment. The role centres on pension transfers, ISA transfers, investment transfers, and maintaining precise client records to support advisers and ensure compliant case progression. This is a full‑time, office‑based position suited to someone with strong technical understanding of investment products and excellent organisational capability.

Key Responsibilities

• Pension transfer administration: managing end‑to‑end processing, provider liaison, documentation accuracy and case tracking.
• ISA transfer handling: ensuring smooth movement of client assets, completing forms and maintaining compliant records.
• Investment transfer processing: coordinating with providers, advisers and internal systems to progress cases efficiently.
• Preparing and maintaining client files, valuations, and regulated documentation.
• Acting as a key administrative contact for advisers, providing updates and resolving queries.
• Ensuring all work meets FCA standards for accuracy, record‑keeping and turnaround times.
• Supporting new business onboarding and contributing to operational improvements.

Required Skills & Experience

• Strong background in investment administration or IFA support.
• Confident handling ISA, GIA and pension products.
• Excellent accuracy and attention to detail.
• Strong communication skills for adviser and provider liaison.
• Ability to manage high‑volume workloads and prioritise effectively.
• Competent with CRM systems and Microsoft Office.

Benefits

• £35,000 annual salary
• 25 days holiday
• On‑site working within a professional financial planning environment
• Opportunities to deepen technical knowledge across pensions and investments

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age