Senior IFA Administrator - 6 Month FTC

NJR Recruitment; United Kingdom; On-site; GBP 27,000 - 32,000; Full time

Job summary

A growing financial planning business is seeking a Senior IFA Administrator on a 6-month fixed-term contract. The role demands strong technical knowledge of pensions and investments, alongside the ability to support advisers and mentor junior team members. The candidate should be organised, detail-oriented, and able to thrive in a fast-paced environment, with a salary range of £27,000 - £32,000 and various employee benefits.

Benefits

25 days holiday + bank holidays

Early Friday finish

5% employer pension contribution

Enhanced benefits including Employee Assistance Programme & Death in Service cover

Opportunities for CPD and development

Qualifications

• Previous experience in an IFA / wealth management support role.
• Strong technical knowledge of pensions, investments, and platforms.
• Confident using industry systems.

Responsibilities

• Act as a lead administrator, supporting advisers and mentoring junior team members.
• Submit new business applications, manage client files, and liaise with providers.
• Process pension applications, investment transactions, drawdown requests and Letters of Authority.

Skills

Organisational skills

Attention to detail

Communication skills

Ability to multitask

Tools

Intelligent Office

Job description

Leeds

£27,000 - £32,000

Senior IFA Administrator - 6 Month FTC

NJR Recruitment is delighted to be supporting a well-established and growing financial planning business in their search for an experienced Senior IFA Administrator to join the team on a 6-month fixed-term contract.

This is a brilliant opportunity for a confident and driven administrator with a strong understanding of the advice process. You'll be working in a fast-paced environment where your expertise will be instrumental in ensuring the smooth delivery of client-focused, compliant financial planning support.

Key Responsibilities:

• Act as a lead administrator, supporting advisers and mentoring junior team members
• Submit new business applications, manage client files, and liaise with providers
• Process pension applications, investment transactions, drawdown requests and Letters of Authority
• Generate illustrations and prepare documentation for client reviews
• Maintain CRM records (Intelligent Office experience preferred)
• Ensure documentation is completed accurately and to agreed service levels
• Contribute to continuous process improvement and operational effectiveness
• Collaborate across departments to ensure seamless service delivery
• Stay informed on industry changes and regulatory compliance

What We're Looking For:

• Previous experience in an IFA / wealth management support role
• Strong technical knowledge of pensions, investments, and platforms
• Confident using industry systems; Intelligent Office experience is highly desirable
• Organised, with great attention to detail and time management
• Strong written and verbal communication skills
• Ability to multitask and thrive in a fast-paced, deadline-driven environment
• Positive, team-focused mindset and professional approach

What's on Offer:

• Salary: £27,000 - £32,000 (pro rata)
• 25 days holiday + bank holidays (pro rata)
• Early Friday finish (4pm)
• 5% employer pension contribution
• Enhanced benefits including Employee Assistance Programme & Death in Service cover
• Opportunities for CPD and development
• Supportive, friendly team culture

Apply NowIf you're an experienced IFA Administrator looking for your next contract opportunity, we want to hear from you. Apply today via NJR Recruitment and take the next step in your financial services career. NJR15944