Junior Financial Planning Administrator

2 weeks ago


Leeds, United Kingdom NJR Recruitment Full time

**Junior Financial Planning Administrator**

**Leeds**

**£20,000 - £24,000**

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 help enable clients to plan and protect both their privateand corporate financial futures, our client aims to support the financial needs and aspirations of each Client. Due to continued growth, they are now looking for a Junior IFA Administrator to form part of their expanding support team.

The function of this role is to support a small group of Financial Advisers and continue their reputation of providing first class service to their whole client base.

Responsibilities focus around supporting the Financial Advisers with the administrative processes including following client review meetings. This would include:
Processing new business

Liaising with clients and providers

Obtaining valuations and illustrations

Arranging client meetings and organising relevant paperwork ahead of the meetings

Producing Review Letters

Updating fact finds following consultants meeting

Supporting IFA with additional day to day administrative tasks

**What do we need from you?**

Previous experience working in a similar role, ideally a year of experience at an IFA firm

Familiarity with a range of pensions, investments and protection products

Good attention to detail

Strong communication skills

Ability to work closely within a small team

**What’s in it for you?**

Company pension scheme

25 days holiday + Bank Holidays

Free Parking

Discretionary bonus scheme

Financial support towards relevant qualifications

Death in service

Wellbeing support

Modern office environment

Paid volunteering days

Private medical insurance



  • Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K 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...


  • Leeds, United Kingdom Boag England Financial Planning Full time

    **About us** St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE UK Wealth Management company which distributes a range of Investments and Retirement products and financial solutions to a High Net Worth client base. You will be employed by the Practice Boag England Financial Planning. Our work environment includes: -...


  • Leeds, United Kingdom Brook Street Full time

    Hours: Monday to Friday 8:45am to 5pm **Salary**: £24,000 to £27,000 depending on experience Brook Street Recruitment are recruiting on behalf of our client for an experienced Administrator on a permanent contract to join their team based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving Financial...


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


  • Leeds, United Kingdom MB Fitzgerald Full time

    **Financial Planning Administrator - Leeds - Salary to £27,000 plus Bonus and Benefits - Flexible working** Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced Financial Planning Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients...


  • 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...


  • 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...


  • 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 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...


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


  • 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 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 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...


  • 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...


  • 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 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 NJR Recruitment Full time

    Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre Working within a busy team environment that specialises in providing client centric advice...


  • Leeds, United Kingdom The Financial Advice Service Ltd Full time

    The Financial Advice Service Ltd (TFAS) is a fully regulated financial advice firm. We provide independent financial advice with an emphasis on convenience and simplicity. We understand that in today's busy and constantly changing world, time is a precious commodity. Many people struggle to find the time to consider their options to effectively navigate...