At a Glance
- Tasks: Support financial advisers with client portfolios and ensure excellent service delivery.
- Company: Established financial advice business focused on high standards and client outcomes.
- Benefits: Competitive salary of £30,000 plus amazing benefits.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in financial administration and familiarity with financial products required.
The predicted salary is between 30000 - 30000 £ per year.
Our client is an established and growing financial advice business looking to appoint an experienced Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes.
This position involves supporting advisers with the day-to-day administration of client portfolios while ensuring efficient processing and excellent service delivery. The successful candidate will be involved throughout the full client journey, from onboarding new business through to ongoing servicing and review support.
Role & Responsibilities:
- Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers.
- Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings.
- Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements.
- Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards.
- Act as a contact point for clients and third parties, handling queries efficiently and professionally.
- Support advisers and paraplanners to ensure tasks are completed in a timely manner.
- Carry out all duties in line with regulatory expectations and internal compliance procedures.
Do you have the following to apply?
- Previous experience in an administrative role within financial planning or wealth management.
- Exposure to handling a range of financial products such as pensions, investments and protection.
- Experience supporting both new business submissions and ongoing client servicing.
- Familiarity with CRM/back-office systems and provider platforms.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
IFA Administrator in Leeds employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
