IFA Administrator - Independent Financial Planning Firm

IFA Administrator - Independent Financial Planning Firm

Location: Leeds (Office-based)
Salary: £26,000 to £30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, pension, free on-site parking

Are you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business.

This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.

The Role:

As an IFA Administrator, you will work closely with the paraplanning/administration team, ensuring the smooth delivery of client services and efficient day-to-day operations. Your duties will include:

• Processing new business across pensions, investments, and protection products
• Producing Annual Review Reports
• Preparing review packs, valuations, and policy summaries
• Managing client records and maintaining the back-office system
• Liaising with providers and supporting the advice process end-to-end
• Ensuring compliance and accuracy in all documentation
• Supporting a small, collaborative team with general office duties

What We're Looking For:

• A minimum of 2 years experience in an IFA/wealth management firm
• Strong working knowledge of financial planning products and processes
• Highly organised, detail-oriented and comfortable working in a busy office environment
• Excellent communication skills and a proactive, team-focused attitude
• A true career administrator who thrives on structure, accuracy, and client service

What’s on Offer:

• Salary £26,000 to £30,000, depending on experience
• 25 days annual leave plus bank holidays
• Birthday off every year
• Free on-site parking
• Friendly, stable team environment with long-term potential
• Full-time office-based role
• Company pension

If you’re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we’d love to hear from you.

Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755

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