IFA Administrator
Lime People Search & Select Ltd
Apply to this job Leeds, gb on site Until 8/22/2026 H-1B sponsor history First posted March 27, 2025 Last posted March 27, 2025
Job description
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
We are urgently seeking an Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 5+ years experience working within an Administrative role within a Financial Advisory firm, who has developed a career within IFA Administration. It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.
We are urgently seeking an Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 5+ years experience working within an Administrative role within a Financial Advisory firm, who has developed a career within IFA Administration. It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.
About this role
Summary
Support financial advisors with client applications, compliance, documentation, and client communication.
Job title
IFA Administrator
Experience level
5+ years
Industry
financial services
Location requirements
Leeds, UK; remote work not specified
Salary
Not specified
Visa sponsorship
H-1B sponsor history
Management role
No
Skills & keywords
Required skills
administrationfinancial servicesAMLclient communicationdocument management
Preferred skills
investmentspensionslife assurancefinancial advice studies
Specializations
financial planningwealth managementclient servicingcompliance
Locations
Structured locations inferred from the posting.
Leeds, UK
On-site City