Job Title: IFA Administrator

Location: Leeds

Salary: £26,000 to £29,000, depending on qualifications and experience

Benefits Offered:

• Private Medical Insurance (PMI)
• Life Cover up to £100,000
• Pension Scheme
• Annual profit-based bonus
• Additional performance-based bonuses twice per year

Job Summary: 

We are seeking a detail-oriented and proactive IFA Administrator to support a team of Independent Financial Advisers. The firm is a forward-thinking financial services provider committed to delivering personalised and comprehensive solutions to its clients. With a strong emphasis on cultivating long-term relationships, they offer a wide range of services, including investment management, financial planning, and advisory support.

Key Responsibilities:

• Provide administrative support to Independent Financial Advisers (IFAs) including scheduling meetings, managing diaries, and handling correspondence.
• Prepare and process client documentation, including new business applications, policy updates, and compliance paperwork.
• Maintain accurate and up-to-date client records in our CRM system.
• Assist with the preparation of client reports, valuations, and investment reviews.
• Liaise with clients, insurance providers, and financial institutions to gather information and resolve issues.
• Handle incoming and outgoing communications, including phone calls, emails, and mail.
• Ensure compliance with regulatory requirements and company policies.
• Manage and prioritise multiple tasks effectively, ensuring deadlines are met.
• Support with marketing and client communication initiatives as needed.

Requirements:

• Previous experience in an administrative role, preferably within the financial services industry.
• Strong understanding of financial products and services is advantageous.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM systems.
• Excellent organisational and time-management skills.
• Strong attention to detail and accuracy.
• Effective communication skills, both written and verbal.
• Ability to work independently as well as part of a team.
• A proactive approach to problem-solving and client service.

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.