ifa administrator
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Leeds - Office-basedSalary:£28,000-£32,000 per annum Why Join Us?This is a career-focused IFA Administrator role offering hands-on experience in financial services and clear opportunities to progress into senior administration or office management. You''ll join a small, collaborative team where your contributions make a real impact, and you''ll have the chance to grow your skills across multiple platforms and client-facing tasks.Benefits:Office closed over Christmas Standard pension auto-enrolmentOn-site parkingFlexible working options after probation (1 day per week remote possible)About the Company:We are a small, client-focused financial planning firm with a friendly, supportive culture. Our team of 4 includes 2 Financial Planners, 1 Admin, and 1 Trainee Paraplanner. We value candidates who are willing to "muck in," enjoy client interaction, and contribute to a collaborative working environment.Key Responsibilities:Process transactions across IO, Aviva, Fidelity, and AegonManage back-office systems and maintain IO data accuracySupport advisors with day-to-day tasks and client interactionsCall clients, schedule meetings, and provide general office supportCase checking with regulatory complianceAssist with any other administrative tasks as requiredWhat We''re Looking For:Experienced administrator, ideally with some financial services backgroundOrganized, detail-oriented, and
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