IFA Administrator

Tekk Fusion; Wakefield; Hybrid; GBP 20,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Supportive team

Development opportunities

Modern firm

Job summary

Tekk Fusion in Wakefield is seeking an IFA Administrator to support advisers in a hybrid role. The successful candidate will handle technical administration, client interaction and case management, ensuring high-quality service in a busy wealth management environment.

The role offers hybrid working, a clear path for development and a supportive team. Experience in IFA administration and strong organisational skills are essential.

Qualifications

• Experience in IFA administration or wider financial services.

Responsibilities

• Preparing client packs, valuations and documentation.
• Processing new business, fund switches, withdrawals and policy servicing.
• Maintaining accurate client records across CRM and provider platforms.
• Liaising with clients, advisers, providers and third parties.
• Managing workflows and ensuring cases progress efficiently.
• Handling incoming calls, emails and client enquiries.
• Supporting advisers with compliance and regulatory documentation.
• Assisting with diary management, meeting preparation and follow-up actions.

Skills

IFA administration

Microsoft Office

CRM

Organization

Communication

multitasking

FCA processes (desirable)

Tools

Microsoft Office

CRM systems

Job description

IFA Administrator – Wakefield

Hybrid Working | Up to £33,000 | Fast?Growing Wealth Management Firm

Are you an organised, detail?driven financial services professional who thrives in a busy, client?focused environment? This is an exciting opportunity to join a growing wealth management business in Wakefield as an IFA Administrator, supporting advisers and ensuring clients receive exceptional service.

This role offers a blend of technical administration, client interaction and case management, with the flexibility of hybrid working and a clear pathway to develop your skills within a supportive team.

Why this role is exciting

You’ll be joining a firm that’s expanding, modern, and committed to delivering high?quality financial planning. As part of the adviser support team, you’ll be at the heart of the client journey — preparing documentation, progressing cases, liaising with providers and ensuring everything runs smoothly behind the scenes.

If you enjoy variety, responsibility and being the person who keeps everything moving, you’ll love this role.

What you’ll be doing

• Preparing client packs, valuations, illustrations and suitability documentation

• Processing new business, fund switches, withdrawals and policy servicing

• Maintaining accurate client records across CRM and provider platforms

• Liaising with clients, advisers, product providers and third parties

• Managing workflows and ensuring cases progress efficiently

• Handling incoming calls, emails and client enquiries professionally

• Supporting advisers with compliance and regulatory documentation

• Assisting with diary management, meeting preparation and follow?up actions

What we’re looking for

• Experience in IFA administration or wider financial services

• Strong organisational skills and excellent attention to detail

• Confident communicator with a professional approach

• Proficient in Microsoft Office and CRM/back?office systems

• Ability to manage multiple tasks and deadlines

• Knowledge of FCA processes (desirable but not essential)

• A proactive, supportive team player

What’s on offer

• Salary up to £33,000 (depending on experience)

• Hybrid working

• Supportive, friendly team environment

• Opportunities to develop and progress

• Modern, growing wealth management business