Senior IFA Administrator

2 Days Old

Templegate Recruitment Specialist Recruiters in Financial Services
Job Title : Senior IFA Administrator / Paraplanner
Location :Bramley, Leeds
Salary :£30,000 £35,000 DOE
Benefits :
20 days holiday plus birthday and Christmas closure

Pension: 5% employee / 5% employer contribution

Additional benefits: 4% annual salary toward private medical, critical illness, or income protection

Friendly, supportive, and flexible working environment

About the Role :
A boutique financial planning firm is seeking a Senior IFA Administrator / Paraplanner to join their friendly, collaborative office. This Senior IFA Administrator / Paraplanner role is ideal for a senior administrator looking to step into paraplanning or someone with financial services experience keen to develop their technical knowledge.
Key Responsibilities :
Provide administrative and paraplanning support to financial planners and directors as a Senior IFA Administrator / Paraplanner

Prepare letters, reports, and client documentation with accuracy and attention to detail

Review client files and ensure compliance with regulatory standards

Develop product knowledge and technical skills (support provided for exams)

Use Intelliflo and other internal systems efficiently

Candidate Profile :
Proven experience in financial services

Excellent attention to detail and organisational skills

Team player with a proactive and flexible approach

Full-time, office-based availability

Knowledge, Skills, and Experience Required:
Some paraplanning or product knowledge

Level 4 Diploma in Financial Planning or equivalent (not essential)

How to Apply: If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion
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Location:
Rotherham
Salary:
£35,000
Job Type:
FullTime
Category:
Banking

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