Junior IFA Administrator

Found in: Whatjobs ES C2 - 6 days ago


Leeds, United Kingdom Lime People Search & Select Ltd Full time
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 Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades

  • Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Leeds £21000 - £23000 29/04/2024 NJR14819 Plus Bonus DESCRIPTION Junior IFA Administrator Leeds NJR are currently working with a leading Independent Wealth Management Advisory firm based in North Leeds who are looking for a Junior IFA Administrator to join their ambitious, expanding...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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 Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors...


  • Leeds, United Kingdom Lime Search & Select Ltd Full time

    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 Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the...

  • Ifa Administrator

    2 days ago


    Leeds, United Kingdom Cameron James Full time

    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 benefits Supporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors. Duties and responsibilities will include: - Submitting transactions and trade requests...


  • Leeds, United Kingdom Lime People Search & Select Ltd Full time

    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 Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors...

  • Ifa Administrator

    6 days ago


    Leeds, United Kingdom CB3 Associates Ltd Full time

    **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...

  • Ifa Administrator

    2 days ago


    Leeds, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: Leeds **Salary**: £25,000 to £30,000 (depending on experience and qualifications) **About the Company**: You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice,...

  • Ifa Administrator

    3 days ago


    Leeds, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1454 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Leeds - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent Financial...

  • Ifa Administrator

    5 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 10/11/2023 NJR14334 DESCRIPTION IFA Administrator Leeds NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and...

  • Ifa Administrator

    2 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 13/11/2023 NJR14334 DESCRIPTION IFA Administrator Leeds NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and...

  • Ifa Administrator

    15 hours ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 15/11/2023 NJR14334 DESCRIPTION IFA Administrator Leeds NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a talented IFA Administrator to join their dynamic and...

  • Ifa Administrator

    7 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Location: Leeds City Center** **Salary: £21,000 - £23,000** NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their offices in Leeds City Centre. This is a genuinely...

  • Ifa Administrator

    7 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £23000 01/03/2023 NJR13469 DESCRIPTION IFA Administrator Location: Leeds **Salary**: £21,000 - £23,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning...

  • Junior Paraplanner

    2 days ago


    Leeds, United Kingdom Reward Recruitment Full time

    **Junior Paraplanner** **Leeds** **c. £30,000** We are currently looking to recruit an experienced Paraplanner to join an expanding Financial Services firm through acquisition, so the potential to progress to become a Snr Paraplanner or an IFA is available. Our clients main focus is on providing a highquality financial planning and investment management...


  • Leeds, United Kingdom Cameron James Full time

    Due to the continued growth, we are currently recruiting for an experienced Part Time IFA Administrator Assistant to join our Clients’ Chartered Financial Practice based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successfuland thriving Financial Planning business to work alongside the existing team of Advisers,...

  • Junior Administrator

    Found in: Talent UK 2A C2 - 5 days ago


    Leeds, United Kingdom TXM Recruit Full time

    TXM Recruit are excited to be working in partnership with a client with over 40 years of railway operations experience for a Junior administrator based in Leeds.Responsibilities:Assist with data entry, filing, and organizing documents.Answer phones and direct calls to the appropriate person or department.Greet visitors and provide them with assistance or...

  • Junior Administrator

    Found in: Whatjobs ES C2 - 6 days ago


    Leeds, United Kingdom TXM Recruit Full time

    TXM Recruit are excited to be working in partnership with a client with over 40 years of railway operations experience for a Junior administrator based in Leeds.Responsibilities:Assist with data entry, filing, and organizing documents.Answer phones and direct calls to the appropriate person or department.Greet visitors and provide them with assistance or...


  • Leeds, United Kingdom MB Fitzgerald Full time

    Mbf are working with a market leading Financial Planning & Wealth Management organisation who are seeking to recruit an additional IFA Administrator to join their friendly team. The company has a fantastic reputation and a national presence; they have been growing over the past five years - meaning there is scope for progression and development within this...


  • Leeds, United Kingdom Chadwick Lawrence Full time

    We are recruiting for an experienced Administrator to work for the Complaints Officer. **Position**: Administrator/Junior secretary **Location**: Leeds **Responsible**:Partner in Charge of the Department **Salary Details**:Dependent on experience **Hours**:22.5 hours working every Tuesday, Wednesday, and Thursday Chadwick Lawrence is an equal...


  • Leeds, United Kingdom Leeds College of Music Full time

    LCON089 Based in the Conservatoire’s Junior Department, the post holder will provide administrative support to the LJC Coordinator and Head of Department on Saturday’s during LJC term time. This will include administration of the course programmes as directed by the LJC Coordinator and the Head of Department, providing a welcoming, timely and helpful...