IFA administrator

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

We are a leading Independent Financial Adviser (IFA) firm, committed to providing high-quality, tailored financial advice to individuals. With a strong focus on pensions, investment advice, and inheritance tax planning, our mission is to guide clients in making informed decisions that meet their long-term financial objectives. We prioritise the highest standards of professionalism and care, ensuring that all advice complies with FCA regulations, particularly in line with the FCA’s Consumer Duty principles.

Role Overview:

We are seeking a well-versed and experienced IFA administrator to provide first-class support to our financial advisers and clients. The ideal candidate will have a strong, all-round understanding of financial services administration, with the confidence to manage cases across the full client lifecycle – from processing new business through to ongoing servicing and client reviews. Your accuracy, organisation, and ability to communicate clearly and professionally will be central to your success.

Key Responsibilities:

New Business Processing: Accurately prepare, process, and submit new business applications across a range of products and wrappers – including pensions, ISAs, investments, bonds, and protection – ensuring each case is completed promptly and correctly.

Client Servicing & Reviews: Manage the ongoing client servicing cycle, preparing valuations and review packs ahead of adviser meetings and ensuring any resulting actions are completed accurately and on time.

Provider & Platform Liaison: Liaise with providers and platforms to obtain illustrations, valuations, and policy information, submit letters of authority, and chase outstanding requirements through to completion.

Client File Management: Maintain accurate, up-to-date, and complete client records on the back-office system, ensuring all files are audit-ready and reflect a high standard of attention to detail at all times.

Communication & Client Support: Act as a key point of contact for client and provider queries, responding promptly and professionally, while maintaining clear communication with advisers to ensure the efficient completion of tasks.

Adherence to FCA Consumer Duty Principles: Ensure all administrative work supports good client outcomes in line with the FCA’s Consumer Duty principles, upholding transparency, fairness, and the client’s best interests throughout.

Compliance & Regulatory Adherence: Ensure all work complies with FCA regulations, internal procedures, and company policies, maintaining a high standard of professionalism in line with industry expectations.

Collaboration & Support: Work collaboratively with advisers, paraplanners, and the wider team to ensure smooth client service delivery, providing assistance and support as required.

Key Requirements:

Experience & Qualifications:

Proven, well‑rounded experience as an administrator within a UK IFA or wealth management firm.

Hands‑on experience administering a range of products and wrappers, such as pensions, ISAs, investments, bonds, and protection.

Confident handling both new business processing and the ongoing client servicing and review cycle from end to end.

Experience working with back‑office systems and provider or platform portals.

No formal qualifications are required for this role; however, a genuine willingness to learn and develop is welcomed, and we are happy to support further study should you wish to pursue it.

A solid working understanding of FCA regulations, particularly the FCA Consumer Duty principles.

Skills & Abilities:

Exceptional attention to detail and accuracy, ensuring all client work is completed to a high standard and meets regulatory requirements.

Strong working knowledge of IFA administration processes across pensions, investments, and protection.

Excellent written and verbal communication skills, with a professional and client‑friendly manner.

Strong organisational skills, with the ability to manage multiple cases and deadlines efficiently.

Proficient in back‑office and financial planning software and the Microsoft Office Suite.

Personal Attributes:

A proactive, self‑motivated individual with a high level of professionalism and integrity.

Able to work independently as well as part of a team.

A client‑centric approach, ensuring the highest level of service is provided to clients.

Ability to thrive in a fast‑paced environment while maintaining accuracy and attention to detail.

Why Join Us?

• 25 days’ annual leave, plus your birthday off and all bank holidays.
• Paid leave during our Christmas shutdown period.
• 9‑day working fortnight - a paid day off every other week!
• Employer pension contribution of 5% of basic salary per annum via Salary Sacrifice (subject to auto‑enrolment rules), with all employer National Insurance savings rebated into your plan.
• Death in Service cover equal to 10× basic salary.
• Private Medical Insurance for peace of mind and healthcare support.
• Cash Plan Scheme providing cover for dental, optical, and additional health checks and benefits.
• Circular Benefits Programme, offering a variety of discounts and salary sacrifice schemes to enhance everyday living.
• Beyond Staff Discount Card for exclusive partner offers.
• Financial support and study leave for further learning and professional qualifications.
• Referral bonus scheme rewarding successful introductions to new team members.
• Discretionary performance bonus scheme recognising individual and team contributions.