Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a supportive team as an IFA Administrator, ensuring smooth client service delivery.
- Company: Work with a growing independent financial planning firm in Leeds, focused on excellence.
- Benefits: Enjoy 25 days holiday, birthday off, pension, and free on-site parking.
- Why this job: Be part of a close-knit team that values stability and professional growth.
- Qualifications: 2+ years in IFA/wealth management, strong financial product knowledge, and excellent communication skills.
- Other info: This is a full-time, office-based role with long-term potential.
The predicted salary is between 22000 - 26000 £ per year.
Location: Leeds (Office-based)
Salary: £26,000 to £30,000
Type: Full-time, permanent
Benefits include: 25 days holiday + bank holidays, birthday off, pension, free on-site parking
Are you a career IFA Administrator looking for a long-term opportunity with a close-knit, growing team? NJR Recruitment are thrilled to be working with a small but ambitious independent financial planning firm based in the outskirts of Leeds, who are looking to add an experienced and dependable administrator to their expanding business. This is a fantastic opportunity for someone who takes pride in admin excellence, values stability, and enjoys being an integral part of a professional and supportive office environment.
The Role:
- Processing new business across pensions, investments, and protection products
- Producing Annual Review Reports
- Preparing review packs, valuations, and policy summaries
- Managing client records and maintaining the back-office system
- Liaising with providers and supporting the advice process end-to-end
- Ensuring compliance and accuracy in all documentation
- Supporting a small, collaborative team with general office duties
What We’re Looking For:
- A minimum of 2 years experience in an IFA/wealth management firm
- Strong working knowledge of financial planning products and processes
- Highly organised, detail-oriented and comfortable working in a busy office environment
- Excellent communication skills and a proactive, team-focused attitude
- A true career administrator who thrives on structure, accuracy, and client service
What’s on Offer:
- Salary £26,000 to £30,000, depending on experience
- 25 days annual leave plus bank holidays
- Birthday off every year
- Free on-site parking
- Friendly, stable team environment with long-term potential
- Full-time office-based role
- Company pension
If you’re an experienced IFA Administrator ready to join a growing firm that genuinely values its people and their contribution, we’d love to hear from you. Apply now or contact NJR Recruitment for a confidential chat quoting NJR15755.
IFA Administrator – Independent Financial Planning Firm employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator – Independent Financial Planning Firm
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, services, and the specific financial products they offer. This will not only help you tailor your responses but also show your genuine interest in becoming part of their team.
✨Tip Number 2
Prepare to discuss your previous experience in detail, especially any relevant roles in IFA or wealth management firms. Be ready to provide examples of how you've contributed to client service and administrative excellence in past positions.
✨Tip Number 3
Highlight your organisational skills during the interview. Share specific strategies or tools you use to manage tasks efficiently, as this role requires a high level of organisation and attention to detail.
✨Tip Number 4
Demonstrate your communication skills by asking insightful questions about the team dynamics and the firm's approach to client service. This shows that you're proactive and genuinely interested in being a collaborative team member.
We think you need these skills to ace IFA Administrator – Independent Financial Planning Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and administration. Emphasise your organisational skills and any specific achievements that demonstrate your ability to thrive in a busy office environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience in IFA or wealth management firms, and explain how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on key skills such as attention to detail, communication, and teamwork. Provide examples of how you've successfully managed client records or supported a team in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA or wealth management firm. Be prepared to discuss specific tasks you've handled, such as processing new business or managing client records, as this will demonstrate your suitability for the role.
✨Demonstrate Attention to Detail
As an IFA Administrator, accuracy is key. During the interview, provide examples of how you've ensured compliance and accuracy in documentation in your past roles. This will show that you understand the importance of detail in financial planning.
✨Emphasise Teamwork
This role requires a collaborative approach, so be ready to discuss how you've worked effectively within a team. Share experiences where you supported colleagues or contributed to a positive office environment, as this aligns with the firm's values.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team's dynamics, the firm's growth plans, or how they support professional development. This shows your genuine interest in the role and the company.
