Senior IFA Administrator

Search; Leeds; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

£35,000 annual salary

25 days holiday

On-site working

Opportunities to deepen pensions/inv.知

Job summary

Search in Leeds is seeking a Senior IFA Administrator to provide high-quality administrative support within a regulated financial planning environment. The role focuses on pension transfers, ISA transfers, investment transfers and maintaining precise client records to support advisers and ensure compliant case progression.

This full-time, on-site position suits someone with strong technical understanding of investment products and excellent organisational capability, working within a

Qualifications

• Extensive experience in investment administration or IFA support.
• Confident handling ISA, GIA and pension products.
• Excellent accuracy and attention to detail.
• Strong communication skills for adviser and provider liaison.
• Ability to manage high-volume workloads and prioritise effectively.
• Proficient with CRM systems and Microsoft Office.

Responsibilities

• Pension transfer administration: end-to-end processing and case tracking.
• ISA transfer handling and documentation.
• Investment transfer processing with providers and advisers.
• Preparing and maintaining client files, valuations and regulated docs.
• Acting as a key administrative contact for advisers.
• Ensuring FCA standards for accuracy and turnaround times.
• Supporting new business onboarding and operational improvements.

Job description

Senior Administrator

Full Time | On-Site

Salary: £35,000 per annum

Location: North Leeds

Role Overview

A Senior IFA Administrator responsible for delivering high-quality administrative support within a regulated financial planning environment. The role centres on pension transfers, ISA transfers, investment transfers, and maintaining precise client records to support advisers and ensure compliant case progression. This is a full-time, office-based position suited to someone with strong technical understanding of investment products and excellent organisational capability.

Key Responsibilities

• Pension transfer administration: managing end-to-end processing, provider liaison, documentation accuracy and case tracking.
• ISA transfer handling: ensuring smooth movement of client assets, completing forms and maintaining compliant records.
• Investment transfer processing: coordinating with providers, advisers and internal systems to progress cases efficiently.
• Preparing and maintaining client files, valuations, and regulated documentation.
• Acting as a key administrative contact for advisers, providing updates and resolving queries.
• Ensuring all work meets FCA standards for accuracy, record-keeping and turnaround times.
• Supporting new business onboarding and contributing to operational improvements.

Required Skills & Experience

• Strong background in investment administration or IFA support.
• Confident handling ISA, GIA and pension products.
• Excellent accuracy and attention to detail.
• Strong communication skills for adviser and provider liaison.
• Ability to manage high-volume workloads and prioritise effectively.
• Competent with CRM systems and Microsoft Office.

Benefits

• £35,000 annual salary
• 25 days holiday
• On-site working within a professional financial planning environment
• Opportunities to deepen technical knowledge across pensions and investments

we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age