SENIOR IFA ADMINISTRATOR

📍 Leeds | Hybrid

Phoenix Talent Partners is representing a growing Financial Planning business in the appointment of an experienced Senior IFA Administrator.

This is a great opportunity for someone who enjoys being the person Advisers can rely on and takes pride in keeping the advice process running smoothly.

THE ROLE

Working closely with Advisers, Paraplanners and Compliance, you’ll provide high-quality administrative support across the full advice process, including:

🔹 Processing applications and transactions

🔹 Managing client and policy administration

🔹 Liaising with providers and third parties

🔹 Using provider platforms and industry systems

🔹 Maintaining accurate client records

🔹 Ensuring cases progress efficiently and to a high standard

ABOUT YOU

We’re looking for an experienced IFA Administrator with:

✔️ Strong experience supporting Financial Advisers

✔️ Good understanding of the financial planning / advice process

✔️ Excellent attention to detail and accuracy

✔️ Experience with provider platforms and industry technology

✔️ Strong organisation and time management

✔️ A proactive, team-focused approach

✔️ A genuine commitment to delivering excellent service

CAREER DEVELOPMENT

Study support is available for the right candidate who wants to work towards the Diploma in Regulated Financial Planning, providing a clear opportunity to develop your technical knowledge and progress your career within financial services.

THE OPPORTUNITY

🤝 Supportive team environment

📈 Genuine career development

📚 Study support available

🏡 Hybrid working | Leeds

If you’re an experienced IFA Administrator looking for a role where you can make a real difference to Advisers and their clients, I’d love to hear from you.

📩 Confidential enquiries welcome.

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