Capio Recruitment
Senior IFA Administrator
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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
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).
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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
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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.
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