Junior IFA Administrator
Found in: Whatjobs ES C2 - 6 days ago
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
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Junior Ifa Administrator
2 days ago
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...
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Junior IFA Administrator
1 week ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Junior IFA Administrator
1 week ago
Leeds, United Kingdom Lime Search & Select Ltd Full timeMy 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...
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Ifa Administrator
2 days ago
Leeds, United Kingdom Cameron James Full timeWe 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...
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Junior IFA Administrator
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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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...
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Ifa Administrator
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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...
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Part Time Ifa Administrator Assistant
2 days ago
Leeds, United Kingdom Cameron James Full timeDue 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,...
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Junior Administrator
Found in: Talent UK 2A C2 - 5 days ago
Leeds, United Kingdom TXM Recruit Full timeTXM 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...
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Junior Administrator
Found in: Whatjobs ES C2 - 6 days ago
Leeds, United Kingdom TXM Recruit Full timeTXM 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...
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