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Senior IFA Administrator, Leeds

£23000 - £25000 plus benefits

New Senior IFA Administrator opportunity in Central Leeds location 

This is a new permanent position with split responsibilities. You will spend the majority (75%) of your time in an administrative role, supporting the Financial Advisers and their clients. The other element is to provide support to the Operations Manager to ensure the Administrators within this regional office are providing an effective and timely administration service, aiding them with training and further development.
  • Supporting both the Regional Operations Manager and Financial Advisers  ensure that the administrators within the office provide an efficient, effective and timely administration service to the advisers and their clients.  
  • Developing a good relationship with clients, colleagues and management alike
  • A flexible approach with the ability to prioritise workloads in-line with business demands
  • Completing departmental audits and quality checks, identifying any errors which might indicate a training or development need within the team
  • Act as a Role Model and Subject Matter Expert for your peers 
  • Deal with technical queries from colleagues and clients, referring more complex queries to the Regional Operations Manager
  • Assist in the training for new starters on company policy, processes and systems to a high standard
  • Will provide an administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure
Knowledge, Skills and Experience:
  • At least 4 years’ experience in an administration role within the IFA industry
  • You will have a good understanding of pensions, investments and employee benefits products
  • Certificate in Financial Planning or an equivalent industry qualification
  • Good knowledge of regulatory requirements
  • Experience of working within defined service standards, policies and procedures
  • A proven track record in delivering excellent client satisfaction
  • Excellent communication and interpersonal skills
  • Excellent accuracy skills and attention to detail
  • Ability to build and develop effective working relationships at all levels
  • Excellent administrative, planning and organisational skills
  • A team player with an adaptable and flexible approach to suit business needs and changing priorities 
  • Some experience of training on a one to one basis and in a group environment
Employment type: 
Employed (Full Time)
Financial Planning
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