Elland
IFA Administrator – Join a Supportive, Close-Knit Wealth Management Team
Salary: Up to £35,000 (DOE)
Working Pattern: 100% Office-Based | Full-Time | Permanent
Are you an experienced IFA Administrator looking for a long-term home within a warm, professional, and people-focused financial planning firm?
This is a fantastic opportunity to join a well-established independent financial advice practice that genuinely values its team. If you enjoy being the backbone of an office, thrive in a collaborative environment, and take pride in your work — this could be your perfect next step.
What’s in it for you?
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Competitive salary up to £35,000 (depending on experience)
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25 days holiday + your birthday off ?
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5% employer pension contribution
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Cash plan for dental and optical care
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Free onsite parking & EV charging points
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Relaxed staff room with TV and 1-hour lunch breaks ?
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Monthly “Jolly Trolley” delivering office treats ?
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Paid Christmas party & a genuinely friendly team culture
The Role:
As an IFA Administrator, you’ll be at the heart of client servicing and adviser support. Your role will involve:
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Managing new business submissions and ongoing client administration
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Preparing meeting packs and maintaining accurate client records
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Liaising with clients, providers, and advisers to ensure smooth case progression
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Supporting the wider team with documentation and compliance
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Ensuring every client receives an exceptional service experience
This position is perfect for someone who enjoys organisation, accuracy, and consistency — and who takes satisfaction in knowing their work makes a real difference.
? What We’re Looking For:
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Experience within an IFA or financial planning practice
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Strong administration skills and an eye for detail
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Excellent communication and teamwork abilities
? If you’re a dedicated, detail-oriented professional who values stability, teamwork, and a positive office culture — we’d love to hear from you!
? Apply today or contact Eden Rose Recruitment for a confidential chat.