IFA Administrator

Job Title: Senior IFA AdministratorIndustry: Financial Planning / Financial ServicesLocation: LeedsSalary: Up to £35,000 (dependent on experience)Job Ref: 10514Job Description:Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm.The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements.This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment.Key Responsibilities:Provide comprehensive administrative support to Financial Advisers and clientsProcess new business across investments, pensions and protection casesPrepare client documentation including application packs, client agreements and supporting paperworkObtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplannersComplete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactionsCarry out post-implementation processing ..... full job details .....