Job Description
Senior IFA Administrator
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 thats 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.
JBRP1_UKTJ
Senior IFA Administrator in Yorkshire employer: Reward Recruitment
Reward Recruitment Limited is an exceptional employer, offering a supportive and family-friendly work environment in East Leeds. With a focus on employee growth, the firm provides competitive salaries, bonuses, and comprehensive benefits, alongside opportunities for career progression and mentorship within a collaborative team. Join a multi award-winning company that values outstanding client care and fosters a culture of continuous improvement.
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 within financial planning or 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 where you've successfully managed client communications or supported colleagues, and be ready to share those stories.
✨Demonstrate Your Organisational Skills
Prepare to discuss how you manage your workload and ensure accuracy in your work. Bring examples of how you've handled multiple tasks or projects simultaneously, and how you maintain attention to detail under pressure.
✨Emphasise Your Mentoring Experience
If you've had any experience mentoring or supporting junior colleagues, make sure to highlight that. Talk about how you’ve contributed to a collaborative team environment and how you can help foster growth in others.
