IFA Administrator
Location: Leeds Salary: up to 35,000, depending on experienceAre you an experienced and motivated IFA Administrator looking to further your career within a respected financial services firm? This is an excellent opportunity to join a supportive team where your skills will help deliver an exceptional client experience.The RoleAs an IFA Administrator, you''ll be a key part of the adviser support team, ensuring clients receive a seamless and professional service. Your day-to-day responsibilities will include:Managing and submitting new business applications and investment instructionsPreparing client review packs, valuations, and product illustrationsHandling Letters of Authority and ensuring information is gathered efficientlyAssisting advisers with suitability report preparationKeeping client records up to date within Intelligent OfficeCommunicating with clients, providers, and third parties to progress casesEnsuring all documentation is accurate, compliant, and completed within deadlinesAbout YouWe''re looking for someone with strong administrative experience in financial planning who enjoys working in a detail-focused role. You will bring:Solid experience using Intelligent Office (essential)Familiarity with FE Analytics (advantageous but not required)Confidence working with investment platforms and financial productsCompetency in Word and Excel, or enthusiasm to develop your skillsStrong organisation, accuracy, and the ability to work proactivelyA professional approach with ..... full job details .....
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