IFA Administrator — Career Growth & Study Support

Recruit Wealth Limited; West Yorkshire; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Annual salary reviews

Study support for qualifications

Adviser Academy – in-house training

Career progression opportunities

Holiday purchase scheme

Life assurance

Company pension

Corporate eye-care cover

Job summary

Recruit Wealth Limited in Leeds, West Yorkshire, is seeking an experienced IFA Administrator to join a leading national financial planning group. You will support Financial Planners and Paraplanners, ensuring smooth, compliant administration and excellent client service across pensions, investments and protection.

The role offers clear career progression within a respected firm, with strong staff development, study support, and a comprehensive benefits package.

Qualifications

• Experience in an IFA/Financial Planning environment.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a busy team environment.
• Proficiency with Microsoft Office and financial planning systems.

Responsibilities

• Managing client correspondence and maintaining strong client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing client review packs and meeting documentation.
• Arranging client meetings and managing financial planner diaries.
• Requesting provider illustrations and product information.
• Maintaining accurate, well-presented and compliant client records on internal systems.
• Handling client enquiries, provider communication and requests.
• Providing general back-office and operational support using Intelligent Office - IO.
• Ensuring all administration is carried out in line with internal procedures and regulatory standards.

Skills

IFA administration

Organisational skills

Attention to detail

Client service

Microsoft Office

Tools

Intelligent Office IO

Microsoft Office

Job description

Recruit Wealth Limited in Leeds, West Yorkshire, is seeking an experienced IFA Administrator to join a leading national financial planning group. You will support Financial Planners and Paraplanners, ensuring smooth, compliant administration and excellent client service across pensions, investments and protection.

The role offers clear career progression within a respected firm, with strong staff development, study support, and a comprehensive benefits package.