Eden Rose
IFA Administrator
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Job Ref
90775
Location
Leeds
Salary
£27,000 - £32,000 Per Annum
Employment Type
Permanent
Location: Leeds, West Yorkshire
Type: Permanent
Job #90775
Salary: £27,000 - £32,000 Per Annum
Financial Services Administrator – £27,000 to £32,000 + Benefits
Location: Near Wetherby, West Yorkshire
Type: Full-time, office-based
A highly respected, award-winning financial planning firm is looking for an experienced Financial Services Administrator to join their client service team. This is a brilliant opportunity to become part of a supportive, friendly environment with genuine long-term progression.
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The Role
Responsibilities
- Delivering exceptional client service
- Preparing documentation and maintaining accurate records
- Attending client meetings and providing updates
- Coordinating administration, tracking investments, and supporting financial plans
About You
- 2+ years’ experience in financial services
- Strong communication and organisational skills
- High attention to detail
- Confident with Microsoft Office and adaptable to new systems
- Collaborative, client-focused, and proactive
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Why This Role Stands Out
- Fully office-based, collaborative environment
- Clear progression opportunities within a growing firm
- Supportive team culture with a strong client-care ethos
Benefits
- £27,000–£32,000 salary (DOE)
- Discretionary bonus
- 27 days holiday + bank holidays + birthday off
- Pension scheme
- Private health & mental health support
- Death in service (4x salary)
- Training and exam support
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