At a Glance
- Tasks: Provide top-notch admin support in a dynamic financial planning environment.
- Company: Join a professional team in North Leeds focused on financial excellence.
- Benefits: Earn £35,000, enjoy 25 days holiday, and enhance your skills.
- Other info: Great opportunities for career growth and technical knowledge development.
- Why this job: Make a real impact by supporting advisers and ensuring client satisfaction.
- Qualifications: Experience in investment administration and strong communication skills required.
The predicted salary is between 35000 - 35000 £ per year.
- Senior Administrator
- Full Time | On‑Site
Role Overview
An experienced IFA Administrator responsible for delivering high‑quality administrative support within a regulated financial planning environment.
The role centres on pension transfers, ISA transfers, investment transfers, and maintaining precise client records to support advisers and ensure compliant case progression.
This is a full‑time, office‑based position suited to someone with strong technical understanding of investment products and excellent organisational capability.
Key Responsibilities
- Pension transfer administration: managing end‑to‑end processing, provider liaison, documentation accuracy and case tracking.
- ISA transfer handling: ensuring smooth movement of client assets, completing forms and maintaining compliant records.
- Investment transfer processing: coordinating with providers, advisers and internal systems to progress cases efficiently.
- Preparing and maintaining client files, valuations, and regulated documentation.
- Acting as a key administrative contact for advisers, providing updates and resolving queries.
- Ensuring all work meets FCA standards for accuracy, record‑keeping and turnaround times.
- Supporting new business onboarding and contributing to operational improvements.
- Required Skills & Experience
- Strong background in investment administration or IFA support.
- Confident handling ISA, GIA and pension products.
- Excellent accuracy and attention to detail.
- Strong communication skills for adviser and provider liaison.
- Ability to manage high‑volume workloads and prioritise effectively.
- Competent with CRM systems and Microsoft Office.
Benefits
- £35,000 annual salary
- 25 days holiday
- On‑site working within a professional financial planning environment
- Opportunities to deepen technical knowledge across pensions and investments
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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Experienced IFA Administrator in Leeds employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
