Senior IFA Administrator

Job Title: Senior IFA Administrator

Industry: Financial Services

Location: Leeds

Salary: £30,000 - £40,000

Hybrid: Flexibility

Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?

Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm.

They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes.

The Role:

• Processing new business (including investments, pensions, mortgages, and life policies)
• Handling client servicing requests (e.g., switches, rebalances, withdrawals)
• Managing policy enquiries and client correspondence
• Providing administrative support: handling calls, managing post, typing documents, and greeting clients
• As a Senior IFA Administrator you will help and collaborate effectively with your colleagues

What's in it for you:

• Basic Salary up to £40,000 + Bonuses
• Excellent Benefits
• Hybrid + Flex working
• Friendly team
• Pension
• Generous Study/Training Program
• Study support towards Level 4 Diploma

Skills and experience required:

• 3 years+ Financial Planning Administration experience
• Consider applicants who are currently IFA administrators and doing senior work

Benefits:

• Health Insurance
• 25 days holidays + Bank holidays, (days in between Christmas)
• Pension
• Study support towards level 4
• 35hrs week
• Free car parking

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

• Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.