Ifa Administrator

3 weeks 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 offers exceptional support for career progression.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:
In order to be considered for this opportunity, you need to have:

- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired

For further information please send your CV directly or contact Stuart on 0 7 7 4 7 7 8 2 9 3 4.


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