IFA Administrator
other jobs Capio Recruitment Financial Planning
Added before 4 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £27,000 - £32,000 per annum
Job Description:
Job Title: IFA Administrator
Location: Leeds City Centre
Salary: £27,000 – £32,000
Benefits: Share scheme; discretionary bonus; 35-hour week; 24–26 days holiday + Christmas shutdown; private healthcare*; group income protection; life assurance; eye care scheme; wellbeing programme; bike to work scheme; full support with professional qualifications (*after qualifying period)
About the Company:
This award-winning wealth management group is known for its high-quality client service, strong compliance culture, and collaborative working environment across its Leeds, London, and Bath offices. With a reputation for technical excellence and a people-first approach, the firm supports long-term professional growth and encourages continued qualifications.
Role Summary:
As an IFA Administrator, you’ll play a key role in supporting advisers and ensuring clients receive a seamless, compliant and professional service. This role offers the chance to build deeper technical knowledge, work on interesting and complex cases, and progress your career within a supportive, well-structured environment.
Key Responsibilities:
• Act as a first point of contact for clients, ensuring a positive and efficient experience
• Deliver high-quality telephone-based support to clients, advisers and third parties
• Arrange client meetings to help advisers maintain strong client relationships
• Oversee financial transactions and ensure all files meet FCA compliance standards
• Track pipeline activity, keeping clients and advisers updated throughout the process
• Handle complex new business processing, including DB transfers and specialist investments
• Liaise with product providers, solicitors and accountants to resolve queries
• Maintain CRM records (CURO), ensuring accurate KYC data and documentation
• Process client invoices and coordinate with Finance on outstanding payments
• Complete CURO tasks in line with company procedures and compliance expectations
Requirements:
• Strong operational background within Financial Services
• Desire to expand technical knowledge and work toward relevant exams
• Confident with Microsoft Office and modern admin systems
• Strong organisation and prioritisation skills
• Excellent written and verbal communication
Location: Leeds City Centre
Salary: £27,000 – £32,000
Benefits: Share scheme; discretionary bonus; 35-hour week; 24–26 days holiday + Christmas shutdown; private healthcare*; group income protection; life assurance; eye care scheme; wellbeing programme; bike to work scheme; full support with professional qualifications (*after qualifying period)
About the Company:
This award-winning wealth management group is known for its high-quality client service, strong compliance culture, and collaborative working environment across its Leeds, London, and Bath offices. With a reputation for technical excellence and a people-first approach, the firm supports long-term professional growth and encourages continued qualifications.
Role Summary:
As an IFA Administrator, you’ll play a key role in supporting advisers and ensuring clients receive a seamless, compliant and professional service. This role offers the chance to build deeper technical knowledge, work on interesting and complex cases, and progress your career within a supportive, well-structured environment.
Key Responsibilities:
• Act as a first point of contact for clients, ensuring a positive and efficient experience
• Deliver high-quality telephone-based support to clients, advisers and third parties
• Arrange client meetings to help advisers maintain strong client relationships
• Oversee financial transactions and ensure all files meet FCA compliance standards
• Track pipeline activity, keeping clients and advisers updated throughout the process
• Handle complex new business processing, including DB transfers and specialist investments
• Liaise with product providers, solicitors and accountants to resolve queries
• Maintain CRM records (CURO), ensuring accurate KYC data and documentation
• Process client invoices and coordinate with Finance on outstanding payments
• Complete CURO tasks in line with company procedures and compliance expectations
Requirements:
• Strong operational background within Financial Services
• Desire to expand technical knowledge and work toward relevant exams
• Confident with Microsoft Office and modern admin systems
• Strong organisation and prioritisation skills
• Excellent written and verbal communication
Job number 3125691
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