IFA Administrator/ Financial Planning Administrator
| Posting date: | 23 June 2025 |
|---|---|
| Salary: | £32,000 to £34,000 per year |
| Hours: | Full time |
| Closing date: | 30 June 2025 |
| Location: | Leeds, West Yorkshire, LS1 1KJ |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/669030kj_1750682412 |
Summary
IFA Administrator - Financial Planning Administrator
Office-based | Monday - Friday, 9:00 AM - 5:00 PM
£32,000 - £35,000
Perks include: 4% pension, £100k Death in Service cover, 23 days holiday + bank hols
We're on the lookout for an experienced IFA Administrator who's organised, detail-driven, and ready to dive into a busy, supportive team of Administrators, Paraplanners, Advisers, and Directors. If you're passionate about financial planning and love keeping things running smoothly behind the scenes - we'd love to meet you!
What You'll Be Getting Stuck Into:
- Processing new business across a variety of financial products
- Submitting trades and fund switches (on and off-platform)
- Requesting illustrations and product info
- Pulling together client valuations and preparing review packs
- Being a go-to contact for clients and advisers - keeping everything on track
- Liaising with providers and chasing up what's needed
- Handling Letters of Authority
- Keeping client records accurate and up to date
Who We're Looking For:
Must-haves:
- 5+ years' experience in an IFA or financial planning admin role
- Confident with provider platforms
- Solid experience using XPlan (or similar system)
- Sharp attention to detail, super organised, and great under pressure
- A team player who can also manage their own workload with ease
Nice-to-haves:
- Experience with CashCalc or FE Analytics
- A genuine interest in the world of financial planning
- A positive, proactive attitude!
Why Join Us?
You'll be part of a small but mighty team where your work genuinely makes a difference. We offer a relaxed, professional environment where everyone supports each other - and we don't take ourselves too seriously (well, unless it's about client files!).
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.