IFA Administrator

Join a Leading Chartered Financial Planning FirmAn exciting opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award-winning financial planning practice based near Wetherby. This well-established firm is known for delivering exceptional client service, maintaining the highest professional standards, and investing in the development of its people.This role would suit an organised and client-focused financial services professional looking to build a long-term career within a supportive and collaborative environment.

The RoleAs an IFA Administrator, you will play a key role in supporting Financial Planners and delivering an outstanding experience for clients. Working as part of a dedicated client services team, you will provide comprehensive administrative support across a broad range of financial planning and wealth management services. Key responsibilities include:

• Providing administrative support to Financial Planners across pensions, investments, and protection products

• Managing client records and maintaining accurate documentation

• Preparing client meeting packs and supporting the advice process

• Liaising with clients, providers, and third parties to ensure efficient service delivery

• Processing new business and monitoring cases through to completion

• Tracking investments and assisting with ongoing client servicing requirements

• Attending client meetings where appropriate and supporting follow-up actions

• Ensuring all client information and records are maintained to a high standard

About YouThe successful candidate will have:

• Experience within financial services, ideally in an IFA or wealth management environment

• Strong administrative and organisational skills

• Excellent attention to detail and accuracy

• Confident verbal and written communication skills

• The ability to manage multiple priorities effectively

• A proactive and collaborative approach to work

• Good working knowledge of Microsoft Office and financial services systems

What's on Offer?

• Discretionary bonus scheme

• Full training and exam support to aid career progression

• 27 days annual leave plus bank holidays

• Additional day off for your birthday

• Generous pension scheme

• Private healthcare and mental health support

• Death in service cover (4x salary)

• Clear opportunities for professional development within a growing business

• Supportive, collaborative office environment

Apply NowIf you are an experienced IFA Administrator, Financial Planning Administrator, or Client Services Administrator seeking your next career move within a respected and growing financial planning firm, we'd love to hear from you.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.