Junior IFA Administrator
4 weeks ago
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
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Junior Ifa Administrator
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £24000 27/02/2023 NJR13177 DESCRIPTION Junior Financial Planning Administrator Leeds NJR Recruitment are currently working in partnership with a leading firm of Chartered Financial Planners based from beautiful offices in the South Leeds area. Offering a range of tailored services that...
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Junior Ifa Administrator
3 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £24000 01/03/2023 NJR13177 DESCRIPTION Junior Financial Planning Administrator Leeds NJR Recruitment are currently working in partnership with a leading firm of Chartered Financial Planners based from beautiful offices in the South Leeds area. Offering a range of tailored services that...
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Junior Ifa Administrator
3 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Junior IFA Administrator** **Leeds** **Salary: up to £23,000** 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 and technically astute team. The main purpose of your role will be to provide admin support services...
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Junior Ifa Administrator
2 months 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 month 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 IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the...
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Junior IFA Administrator
4 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 IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the...
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Junior IFA Administrator
2 months 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
2 months 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 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
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
2 months 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 months 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
3 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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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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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
2 months 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
2 months ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**: City centre-based IFA firm looking to add an IFA Administrator to their growing adviser support team. A growth orientated business providing HNW private clientele with a breadth of private wealth and family planning advice. - **Office Location**:Central Leeds - **Hybrid/Home Working**: Yes - Flexible for the right person **Package**:...
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Ifa Administrator
2 months 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,...
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Ifa Administrator
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Benefits** Leeds £22000 - £27000 27/02/2023 NJR13559 Plus Bonus DESCRIPTION IFA Administrator Leeds NJR Recruitment is currently working with a well known regional Chartered IFA practice that specialise in providing high quality personal advice to their long term clients. Due to their ongoing growth...
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Ifa Administrator
2 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Benefits** Leeds £22000 - £27000 13/02/2023 NJR13559 Plus Bonus DESCRIPTION IFA Administrator Leeds NJR Recruitment is currently working with a well known regional Chartered IFA practice that specialise in providing high quality personal advice to their long term clients. Due to their ongoing growth...
