IFA ADMINISTRATOR

IFA Administrator

Leeds

£25,000 - £30,000

Are you an experienced Financial Planning Administrator looking to join a forward-thinking, values-driven wealth management firm in central Leeds?

NJR Recruitment is supporting a well-established and growing independent financial planning practice as they look to appoint a dedicated Administrator to support their busy team of Advisers and Paraplanners. This role presents a fantastic opportunity to be part of a dynamic business at an exciting time of growth and transformation.

About the Role:

You will play a key role in supporting the advice team, ensuring clients receive a consistently high level of service. Duties will include:

• Providing administrative support to Advisers, Directors and Paraplanners
• Acting as a friendly and professional first point of contact for clients
• Preparing documentation for client meetings and processing new business
• Handling provider communications and client queries
• Creating portfolio valuations and annual review packs
• Maintaining accurate records using the back-office system (Curo experience desirable)

About You:

We’re looking for someone who is:

• Experienced in financial planning administration (minimum 2 years)
• Organised, proactive and a confident communicator
• Knowledgeable in a range of financial services products
• Passionate about delivering excellent client service
• Keen to develop and progress within a growing team

The Package:

• Competitive salary up to £30,000 (depending on experience)
• Hybrid working after a probationary period
• 25 days holiday + bank holidays
• Generous pension (4% employer contribution)
• Life assurance (x4 salary)
• Medical cashback plan
• Annual discretionary bonus
• Ongoing professional development and career progression

If you’re ready to take the next step in your financial services career and want to be part of a collaborative and values-led environment, we’d love to hear from you.

To apply or learn more, contact the NJR Recruitment team today quoting REF: NJR15740

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