IFA Administrator

IFA Administrator
York
Hybrid working
Up to £30,000 + lucrative bonus

This opportunity is perfect for an experienced IFA administrator who enjoys supporting advisers, working collaboratively in a close-knit team, and being part of something bigger than just a job.

This is more than just admin - it's a chance to join an employee-owned firm where your voice is heard and your efforts rewarded. With structured support, potential development opportunities, and the stability of a well-established business, this is ideal for someone looking for long-term growth in a people-first environment.

The Business

This Yorkshire-based IFA has recently transitioned to an employee ownership model. That means you own a piece of the business - and benefit from it too. With over 25 staff, this firm thrives on collaboration, care, and quality.

They have a friendly and informal culture, backed by strong leadership and a genuine commitment to putting their people first. Technology-wise, they use IO, and the operational setup is well-defined and efficient.

The Role

You'll be supporting financial advisers with a full range of administrative tasks. This includes handling letters of authority, updating clients' records, and helping with ongoing service work, speaking to client and providers and preparing for meetings.

You’ll be working closely with advisers - who each have dedicated support - and liaising with clients and providers to keep things moving smoothly.

You will have the opportunity to be exposed to Paraplanning work, starting with basic suitability reports and moving to technical work in the future.

The Benefits

• Up to £30k salary
• Exciting bonus structure (Information on application)
• 25 Days holiday + Bank holiday (Additional Christmas closure)
• Sick pay
• Death in service
• Pension scheme
• Health scheme
• Support with professional development and exams
• Long-term stability - not being sold or merged

How to Apply

Click to apply - it’s quick and easy.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator