IFA Administrator

Join a Leading Chartered Financial Planning FirmAn exciting opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award-winning financial planning practice based near Wetherby. This well-established firm is known for delivering exceptional client service, maintaining the highest professional standards, and investing in the development of its people.This role would suit an organised and client-focused financial services professional looking to build a long-term career within a supportive and collaborative environment.The RoleAs an IFA Administrator, you will play a key role in supporting Financial Planners and delivering an outstanding experience for clients. Working as part of a dedicated client services team, you will provide comprehensive administrative support across a broad range of financial planning and wealth management services. Key responsibilities include:Providing administrative support to Financial Planners across pensions, investments, and protection productsManaging client records and maintaining accurate documentationPreparing client meeting packs and supporting the advice processLiaising with clients, providers, and third parties to ensure efficient service deliveryProcessing new business and monitoring cases through to completionTracking investments and assisting with ongoing client servicing requirementsAttending client meetings where appropriate and supporting follow-up actionsEnsuring all client information and records are ..... full job details .....