IFA Administrator

Job Title: IFA Administrator - Client Support Team

Location: Wakefield

Salary: Up to £30,000

Reference Number: 9672

Sector: Wealth Management

About the Firm

I am supporting a well-established national Independent Financial Adviser (IFA) firm, known for delivering high-quality, client-focused financial advice across the UK. With a strong local presence in Wakefield, they provide personalised advice to individuals, families, and businesses in all areas of financial planning.

Due to continued growth, they are looking to recruit an IFAAdministrator to join THE Client Support team. This is an exciting opportunity for someone looking to build a long-term career in financial planning, with a clear pathway toward Paraplanning and Financial Adviser in the future.

Role Overview

As an IFA Administrator, you will play a key role in supporting our advisers and paraplanners by managing the full administrative process from start to finish. You'll be responsible for ensuring a smooth client journey, from preparing documentation to processing new business, handling Letters of Authority (LOAs), and conducting online trading and pre-report processing.

You’ll be joining a supportive environment with full training, development support, and exposure to all areas of the financial planning process.

Key Responsibilities

• Manage the end-to-end IFA administration process for both new and existing clients
• Submit and track Letters of Authority (LOAs), liaising with providers to obtain detailed policy information
• Process new business applications across pensions, investments, and protection products
• Handle online trading through provider platforms and ensure accurate transaction recording
• Prepare pre-meeting documentation and client review packs, working closely with advisers
• Maintain accurate client records and manage data input on internal systems (e.g. Intelligent Office / Xplan)
• Assist with compliance and regulatory requirements, including anti-money laundering (AML) checks
• Support paraplanners with report preparation and documentation management

Who This Role Would Suit

This role is ideal for someone who is:

• Looking to take the first step toward a Paraplanning career
• Interested in developing a long-term career in financial planning and advice
• Eager to learn in a supportive, team-oriented environment with real progression potential

Skills & Experience Required

• Previous experience in a financial planning or IFA support role (essential)
• Solid understanding of pensions, investments, and protection products
• Highly organised with excellent attention to detail
• Proficient in Microsoft Office and experience with back-office systems
• Strong interpersonal and communication skills
• Ambitious, motivated, and eager to learn
• Working toward or interested in starting CII or equivalent qualifications

What We Offer

• Competitive salary of up to £30,000 with regular reviews
• 25 days holiday + bank holidays
• Career development pathway into Paraplanning and Advice
• Exam support and study leave for industry qualifications
• Supportive and friendly team environment
• Pension scheme and additional benefits

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 Financial Advice Company based in Glasgow on a 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.