IFA Administrator

Are you an experienced IFA Administrator or Wealth Management Administrator looking to take the next step in your career? This is a fantastic opportunity to join a respected, client-focused Wealth Management firm in Wakefield, where your skills and expertise will be truly valued.

• Well-established, growing wealth management business with a strong reputation for providing tailored financial advice to private clients across Yorkshire and beyond.

• Supportive, professional, and friendly team culture where your development is encouraged.

• Competitive salary package of £28,000 - £33,000 (dependent on experience), plus excellent benefits.

• Modern offices with flexible working options and a focus on work-life balance.

As an IFA Administrator, you will play a vital role in supporting the Financial Advisers and Paraplanners to deliver outstanding service to clients. Your attention to detail, organisational skills, and proactive approach will help ensure the smooth running of client administration.

• Preparing and processing new business applications across pensions, investments, protection, and other financial products

• Managing client reviews and reports, ensuring timely and accurate delivery

• Maintaining and updating client records on the back-office system (e.g. Intelligent Office, Adviser Office or similar)

• Liaising with product providers, clients, and third parties to obtain information and resolve queries

• Supporting advisers and paraplanners with research, valuations, and documentation

• Previous experience as an IFA Administrator, Financial Planning Administrator, or in a similar role within wealth management, IFA, or financial services

• Knowledge of pensions, investments, and protection products

• Strong administrative, organisational, and communication skills

• Confident user of back-office systems and Microsoft Office

• A team player with a client-focused attitude

• £28,000 - £33,000 per annum depending on experience

• Generous holiday allowance

• Pension scheme

• Study support for relevant industry qualifications (e.g. CII, RO exams)

• Opportunities for progression into paraplanning or adviser roles

• Flexible and hybrid working options after probation

If you are ready to join a forward-thinking wealth management firm where you can build a rewarding career as an IFA Administrator, apply today to find out more.