IFA Administrator

IFA Administrator - Huddersfield, Yorkshire and the Humber

Ref: 1449Tuesday 23 April 2024


Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.

The salary range for an IFA Administrator is £22,000-26,000.


  • Conduct research and gather information to support the financial advisors in their client meetings.
  • Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements.
  • Assist in the preparation and submission of regulatory compliance documentation.
  • Collaborate with the team to improve processes and systems to enhance efficiency and productivity.
  • Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organising meetings, and managing client communication.


  • Previous experience working in a similar role within the financial services industry, preferably within an IFA firm.
  • Knowledge of financial products and services, including investments and pensions.
  • Strong attention to detail and excellent organisational skills.

If you are ready to start your career within financial services APPLY Now!

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