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IFA Administrator – Independent Financial Planning Firm
Job Posted: 20 hours ago
Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: Leeds, West Yorkshire
Expire in: a month
Job Description
IFA Administrator – Independent Financial Planning Firm
Location: Leeds (Office-based)
Salary: £26,000 to £30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, pension, free on-site parking
Are you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business.
This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.
The Role:
As an IFA Administrator, you will work closely with the paraplanning/administration team, ensuring the smooth delivery of client services and efficient day-to-day operations. Your duties will include:
* Processing new business across pensions, investments, and protection products
* Producing Annual Review Reports
* Preparing review packs, valuations, and policy summaries
* Managing client records and maintaining the back-office system
* Liaising with providers and supporting the advice process end-to-end
* Ensuring compliance and accuracy in all documentation
* Supporting a small, collaborative team with general office duties
What We're Looking For:
* A minimum of 2 years experience in an IFA/wealth management firm
* Strong working knowledge of financial planning products and processes
* Highly organised, detail-oriented and comfortable working in a busy office environment
* Excellent communication skills and a proactive, team-focused attitude
* A true career administrator who thrives on structure, accuracy, and client service
What’s on Offer:
* Salary £26,000 to £30,000, depending on experience
* 25 days annual leave plus bank holidays
* Birthday off every year
* Free on-site parking
* Friendly, stable team environment with long-term potential
* Full-time office-based role
* Company pension
If you’re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we’d love to hear from you.
Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755
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