Junior Ifa Administrator

6 months ago


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 to an extremely successful Financial Planner, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.

Responsibilities include:
Processing New Business

Liaising with clients and providers

Obtaining valuations

Checking all compliance paperwork is present

Provide support to a busy financial planner

Preparing illustrations

Prepare basic suitability letters

What's in it for you?

Ongoing Development and Training

Full study support

Annual Bonus

22 Days Holiday + Bank Holidays

Pension

Death In Service Cover

This is an excellent opportunity for someone looking for the first role in financial planning For further information please contact one of our specialist consultants quoting REF: NJR14819

**Job Types**: Full-time, Permanent

Pay: £20,000.00-£23,000.00 per year

Work Location: In person

Reference ID: NJR14819


  • Ifa Administrator

    1 day 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

    53 minutes ago


    Leeds, United Kingdom Heat Recruitment Full time

    An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in Leeds. **Key Responsibilities** - Prepare cost and charges disclosure documents - Obtain illustrations - Submitting new business and investment trades on behalf of clients **What's on offer?** - Employer pension...


  • 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...


  • Leeds, United Kingdom mbf. Full time

    **Trainee IFA Administrator - Entry level opportunity - Belfast - up to £23,000 plus company benefits** MBF are currently working closely with a well established, boutique Wealth Management organisation who are looking to recruit a Junior IFA Administrator for their Financial Planning team in Leeds The company are well known as one of the leading...

  • Ifa Administrator

    3 days ago


    Leeds, United Kingdom NJR Recruitment Full time

    IFA Administrator Location: North Leeds Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more! NJR are currently working with a well established firm of Financial Advisers who are now looking to expand by recruiting...


  • 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...

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom Taylor James Professional Recruitment Full time

    Our client, a multiple award winning financial planning firm in **Leeds** are looking to appoint an IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal...


  • 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, Leeds, United Kingdom NJR Recruitment Full time

    Job Title: Senior IFA AdministratorWe are delighted to be exclusively working with a leading Independent Wealth Management Advisory Firm based in Leeds. Salary: £45,000 - £55,000 per annumJob Description:The firm offers a unique opportunity for an experienced IFA administrator to join their team and contribute to the delivery of exceptional client service....

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom Taylor James Professional Recruitment LTD Full time

    Our client, a very successful and chartered financial planning firm in Leeds are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis. This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms in the region. **Our client offers...

  • 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...

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom Jo Holdsworth Recruitment Full time

    Job reference: YC-J8845 Job Title: AFI Administrator **Job Profile** Jo Holdsworth recruitment are currently recruiting an AFI Administrator on behalf of a well-established Accountancy Practice, based in Leeds City Centre. Your role will involve working closely with Financial Advisors an supporting a small team of experienced Administrators,...

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom Heat Recruitment Full time

    The opportunity for a Financial Planning Administrator to join an award-winning chartered financial planning firm which provides a fully holistic offering to it's clients. Your role will be to assist the firm's Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and...


  • Leeds, United Kingdom NJR Recruitment Full time

    **Trainee IFA Administrator** **Location: North Leeds** **£21,000 - £24,000** Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more! NJR are currently working with a well established firm of Financial Advisers...


  • 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 -...

  • Ifa Administrator

    1 day ago


    Leeds, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting have multiple new opportunities for IFA Administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays and pension scheme. You will be part of a busy team providing support a number of financial...

  • 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...


  • 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, Leeds, United Kingdom NJR Recruitment Full time

    A reputable Independent Wealth Management Advisory Firm based in Leeds is seeking an IFA Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting the financial advisors and contributing to the firm's success.Key ResponsibilitiesProviding administrative support to financial advisorsMaintaining accurate records and...