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IFA Administrator/ Financial Planning Administrator
Job Posted: 4 hours ago
Salary: £ 32,000 - 34,000 / Annum
Job Type: Permanent
Location: Leeds, West Yorkshire
Expire in: a month
Job Description
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 easeNice-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!).
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Looking for your next career move? Join a top company hiring IFA Administrator/ Financial Planning Administrator job near me in Leeds, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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