IFA Administrator

IFA Administrator - (Leeds) Salary: 28,000 - 32,000 DOE Full-time On-SiteAboutA growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to clients. As a small, collaborative business, they value attention to detail, professionalism and a people-first approach to financial planning.The RoleYou will play a key role in supporting advisers and paraplanners by ensuring client cases progress smoothly and efficiently. From new business processing and client servicing to liaising with providers and maintaining accurate records, you''ll help deliver a first-class client experience at every stage of the advice journey.What you''ll be doingPreparing and processing new business applications across pensions, investments and protection productsAssisting advisers and paraplanners with the administration of client cases from initial enquiry through to completionMaintaining and updating client records, ensuring all information is accurate and up to dateProducing valuation reports, review packs and supporting documentation for client meetingsLiaising with product providers, platforms and third parties to obtain information and progress ..... full job details .....