Part Time Ifa Administrator Assistant

2 weeks ago


Leeds, United Kingdom Cameron James Full time

Due 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, Paraplanners and Administrators.
- Minimum of 6 months’ experience in a Financial Planning Admin role
- Experience of platforms such as Intelligent Office, Papercloud and Dynamic Planner (desirable although training will be given)
- Good knowledge of Microsoft Office systems
- Excellent attention to detail, time management and prioritising skills
- Excellent communication and interpersonal skills - both verbal and written
- Strong work ethic, desire to provide excellent client service and a professional manner
- Experience of platforms such as Intelligent Office, Papercloud and Dynamic Planner (desirable although training will be given)
- Experience of working in a Financial Planning environment would be advantageous but not essential

**Key Responsibilities**:

- Assisting with front of house duties including answering telephones, meeting and greeting clients/visitors and maintaining meeting rooms
- Servicing existing clients by providing valuations and portfolio updates as and when required
- Issuing simple recommendation reports to clients, preparing illustrations and any paperwork required
- Send letters of authority and gather accurate information

An exciting opportunity to work within a thriving and growing business

A supportive, nurturing working environment

A team culture - you’ll never feel isolated

A fantastic opportunity for career progression and full support with professional qualifications

25 days annual leave (plus bank holidays) increasing after 2 yrs service (Pro Rata)

Company pension scheme

Discretionary Bonus scheme + other benefits



  • 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

    7 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

    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...

  • Ifa Administrator

    1 week 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

    5 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...

  • Ifa Administrator

    4 weeks ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 29/11/2023 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

    7 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...

  • Ifa Administator

    5 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

    1 week ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £23000 15/02/2023 NJR13469 DESCRIPTION IFA Administrator Location: Leeds **Salary**: £21,000 - £23,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning...

  • Ifa Administrator

    5 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £23000 17/02/2023 NJR13469 DESCRIPTION IFA Administrator Location: Leeds **Salary**: £21,000 - £23,000 NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning...

  • Ifa Administrator

    4 weeks ago


    Leeds, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Location: Leeds** **Salary: £21,000 - £23,000** NJR Recruitment is delighted to be working with a well-established family run firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Financial Planning Administrator to join their offices in Leeds City Centre. This is a genuinely exciting...


  • 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...


  • 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 Etex Full time

    At Etex, our purpose is to inspire new ways of living. We are an international leader in sustainable construction, driven by a passion for excellence, but it's our people that are our top priority. We connect, collaborate, and champion the well-being of our employees, forming partnerships and pioneering change in our ever-evolving industry.   At Etex, we...


  • Leeds, United Kingdom Jo Holdsworth Recruitment Full time

    Jo Holdsworth Recruitment are currently working with a well-established, highly successful accountancy firm in Leeds. My client works alongside highly successful people and their outstanding businesses to provide expert advice and guidance. Offering a professional yet personable service has meant they have built brilliant relationships with their clients...


  • Leeds, United Kingdom eRecruitSmart Full time

    We have an excellent opportunity for an Administrator to join one of the largest and oldest Friendly Societies in the UK at their esteemed district branch in Leeds. This is a Part-time role working an equalised average of 25 hours per week. Flexible workinghours are available, which will include some occasional weekend and evening work. **About the...


  • Leeds, United Kingdom Vertu Motors Full time

    **About us** We have a fantastic opportunity for a Part Time Service Administrator to come and join us at our Vertu Volkswagen Huddersfield dealership! This is a 12 month fixed term contract to cover maternity leave, We are offering a £18,000 basic salary pro rata depending upon experience plus great company benefits! **About the Role** The general duties...