Financial Planning (IFA) Administrator in Leeds

This is a directly authorised, privately owned financial planning firm in North Leeds that has grown to more than £120m AUM, while staying genuinely independent. There’s also an uncapped bonus structure and a clear framework for increasing your basic salary as your AUM and responsibilities grow. It’s designed to reward both commercial growth and the quality of the client bank you manage. Around £10m–£20m of existing AUM is expected to transfer once you’re through supervision and sign-off, so you won’t be starting from zero. Alongside that, the firm generates leads and enquiries through referrals, professional connections, marketing, content and existing client activity. You’ll take responsibility for an established portfolio of clients and provide proper long-term financial planning across areas such as pensions, retirement planning, investments, drawdown and cashflow planning. It’s a relatively small, close-knit business, so they want someone who contributes, shares ideas and takes responsibility for the quality of the advice process. You’ll need at least two years’ experience advising in an independent financial planning environment, so you’re already comfortable with the wider product, platform and investment market. You’ll also need evidence that you can convert opportunities, grow AUM and build trusted long-term client relationships. Uncapped bonus (expected year one bonus c£15,000) The remuneration model is designed to reward both sides of the job: commercial growth through bonus, and the quality and size of the client bank you manage through progression in basic salary. ---------------------------------------------------------------------------------