Job Description
Location
Leeds
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89909Recruiter Managing This Role
Job Title: IFA Administrator
Salary: £30,000 (Dependent on experience and qualifications)
Reports To: Operations Manager / Paraplanner Team Lead
About the Role
We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.
Key Responsibilities
Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.
Process suitability reports and ensure all client files are accurate and up-to-date.
Liaise with clients and providers to gather inf...