Open role
Senior IFA Administrator
- Aggregated by CV-Library
- Leeds, West Yorkshire
- Permanent
- Full Time
- £35,000 - £35,000 Per Annum
Job Description
Senior Administrator
Full Time | On‑Site
Salary: £35,000 per annum
Location: North Leeds
Role Overview
A Senior 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 investmentsSearch 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
Full Time | On‑Site
Salary: £35,000 per annum
Location: North Leeds
Role Overview
A Senior 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 investmentsSearch 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