Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners with client administration and mentoring junior colleagues.
- Company: Join a multi award-winning, family-friendly firm in East Leeds.
- Benefits: Competitive salary, bonus, free car parking, and career progression.
- Other info: Dynamic environment focused on continuous improvement and collaboration.
- Why this job: Make a real impact in a supportive team while developing your leadership skills.
- Qualifications: 3+ years in financial services administration with strong communication skills.
The predicted salary is between 32000 - 40000 £ per year.
East Leeds £32,000 to £40,000 per annum, plus bonus and company benefits, incl. free car parking.
Reward Recruitment Limited are working closely with a multi award-winning, forward-thinking and family friendly firm, who are looking to recruit a Senior IFA Administrator to support the growth and development of the firm, and are offering a highly competitive salary and with genuine career progression.
The individual they are looking to recruit will be an outstanding Senior IFA Administrator who has the diligence and skills to become a highly valuable member of their client focused financial planning team.
You will be working within the client service team to provide full administrative support to the financial planners across the full range of financial products.
About the Role:
- You will work closely with the Financial Planners and fellow team members to manage the full lifecycle of the client administration function, from onboarding to annual reviews.
- You will also play a key role in mentoring junior colleagues and contributing to a culture of continuous improvement and collaboration.
Delivering Outstanding Client Care
- Be a trusted point of contact for clients managing communications, attending meetings, and ensuring they feel valued, informed, and supported at every step.
Owning the Administrative Process
- Take charge of managing client records, preparing documentation, and coordinating the full end-to-end client journey, always with precision and care.
Supporting Financial Planners
- Handle meeting preparation and casework coordination so that planners can focus on advice, knowing their clients are in safe hands.
Leading by Example
- Help set the standard for best practice whether that's staying up to date with industry regulations, maintaining compliance, or streamlining internal processes.
Mentoring and Team Support
- Act as a go-to person within the team, offering guidance to less experienced colleagues and beginning to develop your own leadership and coordination skills.
About you:
- They are looking for someone who has proven experience (3 years +) in financial services administration preferably within a financial planning or wealth management firm.
- Strong knowledge of compliance frameworks, regulatory requirements, and client service expectations in financial services.
- Exceptional communication skills - professional, warm, and confident.
- A high level of accuracy, organisation, and attention to detail.
- A collaborative mindset with the ability to take initiative and manage your own workload.
- A genuine interest in mentoring and supporting others as you grow your leadership capabilities.
To Apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on 07747 782934 for an open conversation in relation to this or other similar roles.
Senior IFA Administrator in Wetherby employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Wetherby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Senior IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since this role is all about client care and collaboration, think of examples from your past experience that showcase your skills in these areas. We want to see how you can fit into their team!
✨Tip Number 3
Don’t just wait for job postings to come to you! Be proactive and apply through our website. Tailor your application to highlight your experience in financial services administration and your passion for mentoring others—this will make you stand out!
✨Tip Number 4
Follow up after interviews with a thank-you email. This shows your appreciation and keeps you fresh in their minds. Mention something specific from the interview to remind them why you’re the perfect fit for the Senior IFA Administrator position.
We think you need these skills to ace Senior IFA Administrator in Wetherby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services administration experience and any relevant achievements that show you’re the perfect fit for the Senior IFA Administrator role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how you can contribute to our client-focused team. Share specific examples of how you've delivered outstanding client care or mentored colleagues in the past.
Showcase Your Communication Skills: Since exceptional communication is key, ensure your application is clear, professional, and engaging. Use a warm tone that reflects your personality while maintaining professionalism, as this will resonate well with us.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Don’t miss out on this opportunity!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration, especially in the context of financial planning and wealth management. Familiarise yourself with compliance frameworks and regulatory requirements, as these will likely come up during the interview.
✨Showcase Your Communication Skills
Since exceptional communication is key for this role, practice articulating your thoughts clearly and confidently. Think about examples from your past experiences where you've successfully managed client communications or collaborated with team members.
✨Demonstrate Leadership Potential
Be prepared to discuss how you've mentored or supported junior colleagues in previous roles. Highlight any instances where you've taken the initiative to improve processes or contribute to a positive team culture, as this aligns with what they’re looking for.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might want to ask about their approach to client care or how they support the professional development of their staff.