Senior IFA Administrator - #2115945

Job Title: Senior IFA Administrator

Location: Leeds

Salary: £35,000, this is flexible

Benefits: Discretionary bonus scheme, private healthcare*, group income protection, life assurance, eye care scheme, wellbeing programme, cycle to work scheme, full support with professional qualifications, 24 days holiday (rising to 26) plus paid Christmas shutdown

*after qualifying period

About the Company

This is a chartered independent firm known for delivering a premium, personalised service to its Ultra High Net Worth and private clients. With a strong reputation for technical excellence and long-standing client relationships, the firm offers a supportive, professional environment where administrative expertise is valued and genuinely invested in.

Role Summary

An opportunity has arisen for a professional, friendly and personable administrator to join the team in Leeds as a Senior IFA Administrator. This role provides full administrative support and business processing to deliver a compliant, effective service to clients and advisers, working primarily from tasks managed via the firm's back office system (Curo).

Key Responsibilities

• Provide full back office support for clients, managing and tracking pipeline activity with regular progress updates
• Process new business, including managing activity on Curo and setting up/placing business with third-party platforms and providers
• Process other advice-related activity, such as amendments to existing investments, trades, and withdrawals
• Support the new client onboarding process by completing Curo updates and tasks as required
• Support the client review process by completing pre- and post-meeting tasks and actions
• Liaise with relevant product providers and third parties
• Maintain the CRM (Curo) to ensure KYC information is entered fully and accurately
• Process and issue client invoices, including adviser charging arrangements, and liaise with Finance on overdue payments
• Ensure all tasks on Curo are completed in line with company policy and procedures
• Develop and maintain effective relationships with clients, colleagues, and third parties
• Assess client file documents against compliance requirements, identifying and correcting remedial actions as needed

Requirements

• Strong background in IFA Administration
• Strong organisation and prioritisation skills
• Excellent verbal and written communication skills with a keen eye for detail
• Professional telephone manner

Why Apply?

This is an excellent opportunity to join a firm renowned for its work with UHNW and private clients, offering full support towards professional qualifications, a comprehensive benefits package, and genuine scope for career development within financial planning.