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Financial Service Administrator

Heat Recruitment

Leeds, England, United Kingdom Full-time June 07, 2026
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Opportunity Description

Location

Leeds

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89909

Recruiter Managing This Role

Job Title: IFA Administrator

Salary: £30,000 (Dependent on experience and qualifications)

Reports To: Operations Manager / Paraplanner Team Lead

About the Role


We are looking for an experienced IFA Administrator to join a small, growing team. This role is key in supporting our advisers and paraplanners to deliver excellent service to clients while ensuring all administrative and compliance requirements are met.

Key Responsibilities


  • Provide administrative support to advisers and paraplanners, including diary management, client communications, and documentation.



  • Process suitability reports and ensure all client files are accurate and up-to-date.



  • Liaise with clients and providers to gather inf...

  • Full-time Financial Clerks

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