Ifa Administrator

1 month 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 buoyant organisation.

You will be responsible for providing pre and post-sales support to the Financial Advisers. Ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company as well as providing a high level of support to clients in an efficient, compliant and professional manner.

What's in it for you?

Generous Salary
28 days holiday + bank holidays with the option to buy and sell holidays
Full training and development including full study support toward CII Diploma
Company Pension
Annual bonus programme for all employees
Group income protection
Long service awards
Private medical insurance - including dental and optical cover
Childcare vouchers
Great central location

Duties will include:
Providing ongoing support and working closely with independent financial advisers
Liaising with clients, providers and other third parties
Process new business
Deal with Letters of Authority
Obtain valuations and illustrations
Assist with any other general admin tasks when necessary

What we need from you?

Previous experience working in financial services
Excellent communication skills
Good attention to detail
Good computer skills
Ambition and desire to have a long term career in financial services
Experience working in a busy office environment

This really is a rare opportunity for those looking to get into an exciting and ever developing industry so contact me today for more information using reference NJR14334


  • Ifa Administrator

    1 month 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...

  • Ifa Administrator

    1 month 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**:...

  • Ifa Administrator

    4 weeks 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,...

  • Ifa Administrator

    2 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...

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom 808 Group Full time

    A well-established Financial Advice firm is looking to add an experienced IFA Administrator to the growing team. This is a full-time role working Monday - Friday 9 am - 5 pm from the Moortown Office. Great central location, with on-street parking and is easily accessible by public transport. As an IFA Administrator, you will receive £22,000 - £30,000...

  • Ifa Administrator

    1 week ago


    Leeds, United Kingdom Capio Recruitment Full time

    **Job Title: IFA Administrator** **Location: Leeds** **Salary: £24,000 - £32,000** Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Leeds, due to impressive growth in recent years. The firm prides themselves on their service to their...

  • Ifa Administrator

    1 week ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £22000 - £30000 24/05/2023 NJR13855 DESCRIPTION IFA Administrator Location: Leeds NJR now have an excellent opportunity for an ambitious IFA Administrator to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre This is a genuinely exciting...


  • Leeds, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Leeds** **Salary: £23,000 - £29,500** Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions...


  • Leeds, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator, Leeds Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus. This is an excellent and interesting opportunity to work for a Leeds based IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of the role is to provide client...


  • Leeds, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Leeds** **Salary: £23,000 - £29,500** Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions...

  • Ifa Administrator

    1 month ago


    Leeds, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1454 - Date Posted: 26 June 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 Financial...

  • Ifa Administrator

    4 weeks ago


    Leeds, United Kingdom Cameron James Full time

    We 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...


  • 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** **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...

  • Ifa Administrator

    1 month ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 07/11/2023 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

    1 month ago


    Leeds, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leeds £20000 - £26000 10/11/2023 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 13/11/2023 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 15/11/2023 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 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

    **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...