Ifa Administrator

7 months ago


Leeds, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well-established firm of Financial Consultants who are based in Leeds. This company is directly authorised and specialise in providing advice in pensions, investments and tax planning.

The firm are now in a position to appoint a new Administrator to join its established team. The role will be centered around providing administrative support to the financial consultants within the firm to help maintain existing relationships whilst helping to develop new opportunities.

**The Role**:

- Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
- Taking receipt of, distributing, scanning and electronically filing incoming post.
- Processing outgoing post.
- Liaising with product providers and clients, handling all client queries.
- Building strong rapport with existing and prospective clients.
- Producing and chasing letters of authority.
- Creating and maintaining clients' records in the CRM system.

**How will we help?**
- Training will be provided enabling you to develop.
- You will be working with a team of experienced administrators and paraplanners.
- Ability to study with financial support with to develop your career in Financial Services.
- Ability to progress your career with within the company to a paraplanning role.
- Ability to progress your career with within the company to a financial adviser role.

**Required Skills and Qualifications**:
**Essential**
- Proven experience as an office administrator, office assistant or relevant role.
- Experience working within the Financial Services industry.
- Experience of dealing with individuals over the phone and in person.
- Proficient in the use of Microsoft Office software.

**Desired**
- Experience of working within a similar financial services-based role within a financial advisory / wealth management firm.

**Benefits**:

- Competitive salary of up to £30,000, depending on experience
- 25 days holiday plus bank holidays
- Employer pension contribution paid by salary sacrifice.
- Death in service Cover
- Sickpay arrangements

**Salary**: £22,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Life insurance

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Application question(s):

- Do you have financial services administration experience?
- Do you have IFA administration experience?

Work Location: In person

Reference ID: 13168270761



  • 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 Administrator

    6 months ago


    Leeds, United Kingdom Idex Full time

    We are working with a growing wealth firm based in Leeds who are looking to recruit their next IFA Administrator. **This role offers**: - Leading benefits package - Holidays (40 days) - Progression - Flexible working **Key duties and responsibilities**: You will be part of a busy team providing support a number of Financial Advisers with duties...


  • Leeds, United Kingdom Aspire Recruitment Solutions Full time

    IFA Support Administrator West Yorkshire Salary up to £35k, progression routes available and competitive Benefits. Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the West...


  • 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 NJR Recruitment Full time

    NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in Leeds. Our Client is looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team. What's in it for you? Hybrid working Free Onsite Parking Study Support Available Excellent Promotion and...


  • Leeds, United Kingdom NJR Recruitment Full time

    NJR are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in Leeds. Our Client is looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team. What's in it for you? Hybrid workingFree Onsite ParkingStudy Support AvailableExcellent Promotion and Development...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    Job Description:We are seeking an experienced IFA Administrator to join our team in Leeds, UK.About the Role:Hybrid working arrangement with flexibility to work from home or office.Free onsite parking for convenience.Study support available to help you develop your skills.Excellent opportunities for career advancement and professional growth.Flexible working...


  • Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    This role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports,...

  • Ifa Administrator

    6 months ago


    Leeds, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support and liaising with their...

  • Ifa Administrator

    7 months ago


    Leeds, United Kingdom Succession Wealth Full time

    **Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...


  • Leeds, Leeds, United Kingdom NJR Recruitment Careers Full time

    NJR Recruitment Careers are working exclusively with a leading Independent Wealth Management Advisory Firm based in Leeds. This highly ambitious, expanding, and technically astute team is seeking an experienced IFA Administrator to support their daily operations.Key Responsibilities:Process new business transactions efficientlyLiaise with clients, providers,...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    Job Summary:We are looking for an experienced IFA Administrator to join our team in Leeds, UK.About the Job:This role involves hybrid working, free onsite parking, and access to study support to help develop your skills.What We Are Looking For:You should have experience in a similar administrative role, strong communication and organizational skills, and...


  • Leeds, Leeds, United Kingdom NJR Recruitment Full time

    We are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in Leeds, who are looking for an experienced IFA Administrator to join their ambitious team.The ideal candidate will have excellent administrative skills, be able to provide day-to-day support to experienced advisers, and have a strong knowledge of...


  • Leeds, Leeds, United Kingdom Aspire Recruitment Solutions Careers Full time

    We are looking for an experienced IFA Support Administrator to join our client's team in West Yorkshire.Job Summary:The successful candidate will be responsible for working closely with the advisers and clients, liaising with product providers, and providing a friendly and professional point of contact for clients and enquiries.This is a fantastic...

  • Finance Administrator

    6 months ago


    Leeds, United Kingdom Si Recruitment Limited Full time

    **Job Title: Financial Administrator** **Location: Leeds** **Hours: Full Time, Office Based** **Salary: Up to £26,000** We are seeking a detail-oriented Financial Administrator to supervise administrative tasks in a Wealth Management team. This role involves risk management, budget oversight, and will playing a crucial role in maintaining a positive...


  • Leeds, United Kingdom Taylor James Professional Recruitment LTD Full time

    **Our client, a national financial planning firm are looking to appoint a junior/ entry level Financial Services Administrator to join their experienced Leeds based team on a permanent basis.** **Supporting a team of experienced Advisers & Paraplanners, duties & responsibilities will include**: - Assisting the team with producing client valuations -...


  • Leeds, United Kingdom Recruit UK Full time

    **Role**: Financial Services Administrator **Reporting to**: Managing Director and Operations Director **Salary**: Ranging from £21,000 to £30,000 per annum **Location**: Central Leeds **Reference Number**: 8179 They are looking to expand their administrative team and are interested in individuals with prior experience as an administrator within the...


  • Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time

    Company OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...


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

    About UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...


  • 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...