Eden Rose
IFA Administrator
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Job Ref
90880
Location
Wakefield
Salary
£28,000 - £32,000 Per Annum
Employment Type
Permanent
Location: WAKEFIELD, West Yorkshire
Type: Permanent
Job #90880
Salary: £28,000 - £32,000 Per Annum
IFA Administrator – Wakefield
Hybrid Working | Up to £33,000 | Fast-Growing Wealth Management Firm
Are you an organised, detail-driven financial services professional who thrives in a busy, client-focused environment? This is an exciting opportunity to join a growing wealth management business in Wakefield as an IFA Administrator, supporting advisers and ensuring clients receive exceptional service.
This role offers a blend of technical administration, client interaction and case management, with the flexibility of hybrid working and a clear pathway to develop your skills within a supportive team.
Why this role is exciting
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You’ll be joining a firm that’s expanding, modern, and committed to delivering high-quality financial planning. As part of the adviser support team, you’ll be at the heart of the client journey — preparing documentation, progressing cases, liaising with providers and ensuring everything runs smoothly behind the scenes.
If you enjoy variety, responsibility and being the person who keeps everything moving, you’ll love this role.
What You’ll Be Doing
- Preparing client packs, valuations, illustrations and suitability documentation
- Processing new business, fund switches, withdrawals and policy servicing
- Maintaining accurate client records across CRM and provider platforms
- Liaising with clients, advisers, product providers and third parties
- Managing workflows and ensuring cases progress efficiently
- Handling incoming calls, emails and client enquiries professionally
- Supporting advisers with compliance and regulatory documentation
- Assisting with diary management, meeting preparation and follow-up actions
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What We’re Looking For
- Experience in IFA administration or wider financial services
- Strong organisational skills and excellent attention to detail
- Confident communicator with a professional approach
- Proficient in Microsoft Office and CRM/back-office systems
- Ability to manage multiple tasks and deadlines
- Knowledge of FCA processes (desirable but not essential)
- A proactive, supportive team player
What’s On Offer
- Salary up to £33,000 (depending on experience)
- Hybrid working
- Supportive, friendly team environment
- Opportunities to develop and progress
- Modern, growing wealth management business
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