At a Glance
- Tasks: Support advisers with end-to-end administration in finance, ensuring smooth client service.
- Company: Dynamic financial services firm in Leeds with a focus on client satisfaction.
- Benefits: Flexible hours, 25 days holiday, private healthcare, and work-from-home options.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a supportive team and kickstart your career in finance with real impact.
- Qualifications: GCSE English & Maths, 2 years IFA/wealth admin experience preferred.
The predicted salary is between 35000 - 35000 £ per year.
Location: LS19, Leeds
Salary: £30-35k/Year
Role Overview
Supporting advisers by handling end‑to‑end administration across core financial products, ensuring smooth client service and accurate record‑keeping.
Key Responsibilities
- New business processing - Handle applications for protection, pensions, investments, trusts and IHT products.
- AML checks - Collect documentation and run electronic verification for new and existing clients.
- Client review preparation - Compile annual review packs and obtain up‑to‑date valuations.
- Product research - Request illustrations and product literature.
- Transaction administration - Submit trades, fund switches and platform instructions.
- Provider liaison - Communicate with providers to progress cases.
- Authority handling - Process letters of authority and manage information requests.
- Client support - Respond to queries and maintain accurate financial records.
- Internal administration - Maintain company records and support general office tasks.
- Regulatory awareness - Stay updated on FCA rules and internal procedures.
- Adviser support - Act as a key contact for advisers and clients.
Essential Skills
- IT proficiency - Strong MS Office and back‑office system skills.
- Communication - Clear written and verbal communication.
- Organisation - Highly organised with strong attention to detail.
- Client focus - Consistently prioritises client needs.
- Problem‑solving - Resourceful and proactive.
Desirable Skills
- Platform knowledge
- Pension & investment understanding
- Familiarity with major platforms
Qualifications & Experience
- GCSE English & Maths
- Interest in working toward financial qualifications.
- IFA/wealth admin experience - approx. 2 years.
- Proven ability to build strong client relationships.
Benefits
- 35‑hour week, flexible start/finish times.
- Option for 1 day WFH after onboarding.
- 25 days holiday + bank holidays.
- Private healthcare.
IFA Administrator in Leeds employer: Search
At our Leeds-based firm, we pride ourselves on being an excellent employer that values work-life balance and employee development. With a flexible 35-hour work week, generous holiday allowance, and opportunities for professional growth in the financial sector, we foster a supportive and inclusive culture where every team member can thrive. Join us to be part of a dynamic team dedicated to delivering exceptional client service while enjoying the benefits of private healthcare and a collaborative work environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
