https://jobs.co.uk/job/ifa-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--5ed87eae-a315-4692-bdc0-0c4d40cb2e35 RSS feed for IFA Administrator (Exclusive to Taylor James) at Taylor James Professional Recruitment. en-gb Tue, 25 Aug 2026 20:37:16 GMT https://jobs.co.uk/job/ifa-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--5ed87eae-a315-4692-bdc0-0c4d40cb2e35 https://jobs.co.uk/job/ifa-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--5ed87eae-a315-4692-bdc0-0c4d40cb2e35 Tue, 25 Aug 2026 11:55:19 GMT Location: Leeds | Salary: 10000-500000 Annual | Type: Permanent | Our Leeds based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners and financial planners, duties and responsibilities will include: Processing new business applications across the key financial products Submitting transaction and trade requests including fund switches on and off platform Obtaining illustrations and product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners and clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client''s financial situation The candidate: IFA/ financial planning administration experience (essential) Experience of using Intelligent Office (desirable) knowledge of provider platforms Highly organised What''s on offer: Starting basic... Permanent