IFA Admin & Client Services Specialist

Beyond Advice Group; Leeds; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

25 days annual leave

Birthday off

Christmas shutdown period

9‑day working fortnight

Employer pension contribution 5% via

Salary Sacrifice pension

Death in Service 10× basic salary

Private Medical Insurance

Cash Plan Scheme

Staff Discount Card

Study leave and financial support

Referral bonus scheme

Discretionary performance bonus

Job summary

Beyond Advice Group seeks a skilled IFA administrator to support financial advisers and clients across the full client lifecycle. You will handle new business processing, client servicing, and provider interactions with precision and professionalism.

Join a firm committed to FCA Consumer Duty principles, delivering compliant, high-quality service and collaborating with advisers and paraplanners to ensure smooth client experiences.

Qualifications

• Proven, well-rounded experience as an administrator within a UK IFA or wealth management firm.
• Hands-on experience administering pensions, ISAs, investments, bonds, and protection.
• Confident handling both new business processing and ongoing servicing and review cycle from end to end.
• Experience with back-office systems and provider/platform portals.
• No formal qualifications required; willingness to learn and develop.

Responsibilities

• New Business Processing: prepare, process, and submit new business applications across pensions, ISAs, investments, bonds, and protection.
• Client Servicing & Reviews: manage ongoing servicing, prepare valuations and review packs ahead of adviser meetings.
• Provider & Platform Liaison: obtain illustrations, valuations, policy information, letters of authority, and chase requirements to completion.
• Client File Management: maintain audit-ready client records reflecting high attention to detail.
• Communication & Client Support: act as a point of contact for client/provider queries and coordinate with advisers to complete tasks.

Skills

Attention to detail

IFA administration

Communication skills

Organisational skills

Back-office software

Microsoft Office

Tools

Back-office software

Financial planning software

Microsoft Office

Job description

Beyond Advice Group seeks a skilled IFA administrator to support financial advisers and clients across the full client lifecycle. You will handle new business processing, client servicing, and provider interactions with precision and professionalism.

Join a firm committed to FCA Consumer Duty principles, delivering compliant, high-quality service and collaborating with advisers and paraplanners to ensure smooth client experiences.