IFA Administrator

IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + BonusLocation: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service and paraplanning teamWhy This Firm Stands OutThis is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you''re surrounded by strong support, clear processes and people who genuinely care about doing things properly.The firm works with HNW individuals, families and business owners, offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You''ll be part of a boutique, collaborative environment where quality comes first, and where your role directly contributes to outstanding client outcomes.The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway.Role OverviewYou''ll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys ..... full job details .....