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Permanent

Senior IFA Administrator

Recruit UK
Leeds
money-bag £30000 Annual
Posted: 13 June 2026 (Today)
Closing date: 13 July 2026
Ref: 3121640235

Job Title: Senior IFA AdministratorIndustry: Financial ServicesLocation: LeedsSalary: £30,000 - £40,000Hybrid: FlexibilityAre you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm.They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes.The Role:Processing new business (including investments, pensions, mortgages, and life policies)Handling client servicing requests (e.g., switches, rebalances, withdrawals)Managing policy enquiries and client correspondenceProviding administrative support: handling calls, managing post, typing documents, and greeting clientsAs a Senior IFA Administrator you will help and collaborate effectively with your colleaguesWhat''s in it for you:Basic Salary up to £40,000 + BonusesExcellent BenefitsHybrid + Flex workingFriendly teamPensionGenerous Study/Training ProgramStudy support towards Level 4 DiplomaSkills and experience required:3 years+ Financial Planning Administration experienceConsider applicants who are currently IFA administrators and doing senior workBenefits:Health Insurance25 days holidays + Bank holidays, (days in between Christmas)PensionStudy support towards level 435hrs weekFree car parkingAbout ..... full job details .....

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