IFA Administrator | Hybrid Wealth Management Support

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

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.