Senior IFA Admin & Paraplanning Pathway (Hybrid)

TFAS Wealth Limited; Leeds; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days annual leave

4pm finish on Fridays

Work from home 1 day/week

Annual bonus

Death in Service 4x

EAP 24/7

CPD support

Career development

Buy/sell annual leave

Team events

Free mortgage advice

Job summary

TFAS Wealth Limited is seeking a Senior IFA Administrator to manage end-to-end IFA administration and own case actions in a supportive, ambitious practice.

You’ll handle pension and investment applications, Letters of Authority and provider information while maintaining strong client relationships and timely updates to advisers. The role offers flexible hybrid work and clear development toward paraplanning within a high‑standing firm.

Qualifications

• 3+ years’ experience within an IFA, financial planning or financial advice environment.
• Strong understanding of the administration that sits behind delivering quality financial advice.
• Experience with pension and investment applications and working with providers and platforms.
• Confident managing Letters of Authority and gathering provider information.
• Comfortable communicating directly with clients and providers.
• Excellent attention to detail and takes pride in getting things right.
• Can manage multiple cases, priorities and deadlines without losing sight of the client.
• Is proactive and chases outstanding information rather than waiting for someone else to do it.
• Experience using a financial services CRM; Intelliflo experience would be an advantage.
• Good working knowledge of pensions and investments, alongside an understanding of wider retail financial products.
• Knows when to use their own judgement and when a query needs escalation to a Financial Adviser or technical specialist.
• Works well independently but enjoys being part of a collaborative team.

Responsibilities

• Managing a varied caseload of IFA administration from start to finish, taking ownership of actions and ensuring SLAs are met.
• Building strong relationships with clients through professional, friendly and proactive communication by phone and email.
• Keeping clients and Financial Advisers updated on progress, outstanding requirements and next steps.
• Preparing and submitting provider and platform applications, particularly across pensions and investments.
• Managing Letters of Authority, including issuing authorities, obtaining signatures, liaising with providers and checking information received.
• Liaising with pension, investment, protection and other financial product providers to gather accurate and up-to-date information.
• Proactively chasing clients and providers for outstanding information and documentation.
• Booking client appointments and ensuring advisers have everything they need ahead of meetings.
• Maintaining accurate and comprehensive client records on Intelliflo.
• Supporting ongoing client reviews by gathering valuations and provider information and preparing supporting documentation.
• Where appropriate, preparing straightforward ongoing review reports where there is no new advice or new business involved.
• Ensuring documentation is accurate, complete and maintained to the required regulatory and audit standards.
• Working closely with advisers and colleagues across the business to keep the client journey running efficiently.

Skills

IFA administration

Pension applications

Letters of Authority

Client communication

Attention to detail

Case management

Pensions knowledge

Escalation when needed

Independent worker

Team player

Education

Relevant CII or equivalent qualifications

Tools

Intelliflo CRM

Job description

TFAS Wealth Limited is seeking a Senior IFA Administrator to manage end-to-end IFA administration and own case actions in a supportive, ambitious practice.

You’ll handle pension and investment applications, Letters of Authority and provider information while maintaining strong client relationships and timely updates to advisers. The role offers flexible hybrid work and clear development toward paraplanning within a high‑standing firm.