Eden Rose
IFA Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90926
Location
Leeds
Salary
£28,000 - £32,000 Per Annum
Employment Type
Permanent
Location: Leeds, North Yorkshire
Type: Permanent
Job #90926
Salary: £28,000 - £32,000 Per Annum
IFA Administrator – Leeds (Hybrid) | Up to £34,000
A leading, forward-thinking financial planning firm in Leeds is seeking an experienced IFA Administrator to join their growing team. This is an exciting opportunity for someone who thrives in a fast-paced, client-focused environment and wants to build a long-term career within wealth management.
Working as part of a supportive and collaborative team, you’ll play a key role in ensuring clients receive a seamless and high-quality service. This position offers hybrid working, modern systems, and clear progression pathways.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Client administration including preparing review packs, valuations, and maintaining client files
- Processing new business, LOAs, withdrawals, contributions, and platform instructions
- Liaising with providers to obtain information, chase outstanding items, and ensure smooth case progression
- Updating CRM systems and ensuring compliance documentation is accurate and complete
- Supporting advisers with day-to-day workflow and delivering an exceptional client experience
About You
- Experience within an IFA, wealth management, or financial planning environment
- Strong organisational skills and excellent attention to detail
- Confident working with providers, platforms, and financial documentation
- A proactive, positive team player who enjoys problem-solving
- Strong communication skills and a client-focused mindset
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What’s On Offer
- Salary up to £34,000 depending on experience
- Hybrid working – split between home and the Leeds office
- A supportive team culture with genuine development opportunities
- Exposure to a wide range of financial planning processes and client work
- A stable, reputable firm with modern systems and a strong regional presence
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location