IFA Administrator

The Company: Established IFA business based in Leeds who are looking to add an experienced IFA Administrator to growing their back-office support team. Seeking a technical astute IFA administrator who can support multiple advisers acrossthe breadth of HNW private wealth advice.- Office Location:Central Leeds- Hybrid/Home Working: Yes Hybrid office/home...

IFA AdministratorLeedsWe are currently recruiting on behalf of an established Wealth Management practice, who have a brilliant Financial Planning Administrator opportunity, to join an established IFA team who provide a personal, independent and bespoke wealth management serviceto high-net-worth clients. The firm has a fantastic reputation and offers...

We are recruiting for our client in Leeds City Centre for an experienced Junior IFA Administrator.Ideally with 12 months experience. Salary £27,000. Good benefitsSupporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors.Duties and responsibilities will include: Submitting transactions and trade requests including...

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the...

Financial AdministratorYou'll be providing financial planning administration and you'll become a valuable member of our client-focused Adviser Support Team.You will be working to deal with queries from internal and/or external contacts and fulfil administrative tasks to support the requirements of our client, financial advisers and wider Wealth Management...

We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator.Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team.Key Duties and Responsibilities:Maintaining client recordsAssisting in application formsSupporting...

Our client, a very successful and chartered financial planning firm in Leeds are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis.This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms in the region.Our client offers...

We are looking for an experienced Administrator to join a growing business in Leeds. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.This is a hybrid working opportunity which will see you part office/part home...

Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?The RoleYour role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.Key...

Due to the continued growth, we are currently recruiting for an experienced Administrator to join our Clients' Chartered Financial Practice based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving FinancialPlanning business to work alongside the existing team of Advisers, Paraplanners and...

Job Title: Corporate Advisor SupportCompany: Financial Advisory FirmOur client is a well-established Financial Advisory firm that specializes in providing expert Financial Advice to individuals and businesses alike, focusing on Investments, Pensions, and Retirement Planning.We are looking for a dedicated individual to join our Private Client Support team...

A very good opportunity has become available for a accountancy practice in the Leeds area to join their Wealth management arm as a part time IFA Administrator. The position is key to the department and is to support the Wealth Planners by building and maintainingrelationships with the clients and work closely with the wider team and the paraplanning...

Are you an experienced Financial Planning Administrator, local to Headingley and looking for a new opportunity?Benefits: Salary 2530K depending on experience Company pension Group Life Assurance Scheme 4x salary Private medical insurance Discretionary Bonus scheme Training and development programme 20 days holiday, increasing to 25 with long service. 8...

IFA Administrator - Leeds - Salary to £26,000 plus Bonus and Benefits - Flexible workingMbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced IFA Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients across the country.Your role will be...

The Company:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term.- Office Location:Wortley, West Leeds-...

We are working with an award winning IFA firm in Leeds on a Trainee Paraplanner/Paraplanner role.My client is looking for someone who can hit ground rounding in their busy firm. They take pride in working with you on a training programme to get you where you strive to be.Your role will include but not be limited to:Analysing clients circumstances, portfolios...

We are working with an award winning IFA firm in Leeds on a Trainee Paraplanner/Paraplanner role.My client is looking for someone who can hit ground rounding in their busy firm. They take pride in working with you on a training programme to get you where you strive to be.Your role will include but not be limited to:Analysing clients circumstances, portfolios...

An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice backgroundWorking:Yes – 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (below): ~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package The Role: A...

My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team in Skipton, where your focus will be to provide day-to-day support to the Corporate Advisers of the...

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...