Leeds
Job Title: IFA Administrator
Salary: £30,000 (Dependent on experience and qualifications)
Reports To: Operations Manager / Paraplanner Team Lead
About the Role
We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.
Key Responsibilities
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Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
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Process suitability reports and ensure all client files are accurate and up-to-date.
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Liaise with clients and providers to gather information, submit documents, and ensure smooth workflow.
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Manage general office administration tasks to support the day-to-day operations of the team.
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Support paraplanners and advisers with regulatory and financial exam preparation where needed.
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Contribute to team development initiatives and provide input to improve processes.
Requirements
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Previous experience as an IFA Administrator or similar role.
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Strong understanding of processing suitability reports and financial services operations.
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Experience liaising with clients and financial providers.
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Excellent organisational, communication, and administrative skills.
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Ability to work independently and as part of a small team.
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Knowledge of R0 / financial exams is advantageous.