Administrator - Independent Financial Adviser (Ifa)

3 weeks ago


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, they are a partner practice of SJP based in Central Leeds.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors 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 Advisors 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.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory firm, who has a desire to build a career in the longer-term within Financial Advice and Financial Planning. It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.
Please include why you would like to be considered for this Apprenticeship


  • Ifa Administrator

    5 days ago


    Leeds, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1454 - Date Posted: 4 August 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...


  • Leeds, Leeds, United Kingdom MI Search Ltd Full time

    This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds. In this role you will be provided with a substantial client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but...

  • Ifa Administrator

    4 days ago


    Leeds, United Kingdom Reward Recruitment Full time

    **IFA Administrator** **Leeds** We 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...

  • Ifa Administrator

    7 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 20/11/2023 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

    5 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 22/11/2023 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

    3 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 24/11/2023 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

    4 weeks ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 27/11/2023 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...


  • Leeds, United Kingdom Capio Recruitment Full time

    **Job Title: Senior IFA Administrator** **Location: Leeds** **Salary: £28,000 - £34,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior Leadership Team...

  • Ifa Administator

    3 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £24000 - £28000 04/08/2023 NJR14010 DESCRIPTION IFA ADMINISTRATOR Leeds NJR Recruitment are delighted to be recruiting on behalf of a well-established independent Financial Services firm who are looking to recruit an IFA Administrator to join their expanding team in Leeds City...

  • Ifa Administrator

    4 weeks ago


    Leeds, United Kingdom CB3 Associates Ltd Full time

    **The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team. - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH **Package**:£25-28k base DOE + bonus...


  • 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 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...

  • Financial Adviser

    3 weeks ago


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

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...

  • Financial Adviser

    2 weeks ago


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

    My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds...


  • Leeds, United Kingdom MI Search Ltd Full time

    This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds. In this role you will be provided with a substantial client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but...


  • 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 TFAS Wealth Ltd Full time

    At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...


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

    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...


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

    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...