Senior Ifa Administrator

3 weeks ago


Wetherby, United Kingdom Reward Recruitment Full time

**IFA Administrator**

**Wetherby, Leeds**

Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities.

The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc.

Day to day responsibilities:

- Administration and maintenance of company records
- Developing the use of the back-office system
- Overseeing and managing the administration team.
- Assisting advisers in preparation of new business packs for meetings.
- Fee and commission reconciliation.
- Developing good communication with individual clients to provide personal service and cultivate potential additional business.

Required Skills and Qualifications:

- Experience of working within an IFA or Wealth Management environment
- Proven experience of building strong client relationships
- Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems
- Great IT skills and willingness to embrace technology
- Ability to mentor and manage staff members
- The most important attribute is the ability to put your clients at the centre of everything you do

How to Apply:
Please send your CV immediately or contact Stuart on 0 7 747 782934.


  • HR Administrator

    2 weeks ago


    Wetherby, United Kingdom Invigorate Recruitment Full time

    **HR Administrator** **Wetherby** **£17k to £24k plus bonus & excellent benefits** **Are you a strong administrator or looking to start a creer in HR ?** Invigorate Recruitment is working with its client in Wetherby to recruit for a HR Administrator. As the HR Administrator you will provide a range of HR administrative support to the Head of HR and...

  • Senior Paraplanner

    3 weeks ago


    Wetherby, United Kingdom Reward Recruitment Full time

    **SENIOR PARAPLANNER/TRAINEE IFA** **WETHERBY** **SALARY: £40,000 to £50,000 per annum (negotiable) plus benefits (incl. an excellent bonus) worth in the region of £10,000** This is an excellent opportunity to join an ambitious, forward thinking and friendly Chartered Financial Practice. Our client is currently looking to recruit an experienced...


  • Wetherby, United Kingdom Unity Resourcing Full time

    **HR Office Administrator** A fantastic opportunity to join a supportive and thriving business based in Wetherby. As HR Office Administrator you will be the main point of contact for general queries and requests and to be responsible for providing administrative support across a broad range of tasks. Salary £20,865 p/a plus excellent benefits including 25...

  • Senior Administrator

    7 months ago


    Wetherby, United Kingdom C&C Group Full time

    **Department / Function**: Logistics / Supply Chain **Location**: Wetherby **Contract Type**: Permanent **Working Pattern**: Full-time **Looking to take your career to the next level? Are you passionate about the drinks industry and delivering top class service to customers? Look no further, this is an opportunity not to be missed!** **What you’ll...

  • Sales Administrator

    1 week ago


    Wetherby, United Kingdom AWC STAFF SERVICES LTD Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors.On the back of a fantastic 2024, we...

  • Sales Administrator

    1 month ago


    Wetherby, United Kingdom AWC STAFF SERVICES LTD Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors.On the back of a fantastic 2024, we...

  • Sales Administrator

    3 weeks ago


    Wetherby, United Kingdom AWC STAFF SERVICES LTD Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    4 weeks ago


    Wetherby, United Kingdom AWC STAFF SERVICES LTD Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    1 month ago


    Wetherby, United Kingdom CV-Library Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    5 days ago


    wetherby, United Kingdom Logical Full time

    Job Description Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a...

  • Sales Administrator

    5 days ago


    Wetherby, United Kingdom Logical Full time

    Job Description Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a...

  • Sales Administrator

    2 weeks ago


    Wetherby, United Kingdom Logical Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    4 weeks ago


    Wetherby, United Kingdom Logical Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    4 weeks ago


    Wetherby, United Kingdom Logical Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    2 weeks ago


    Wetherby, United Kingdom Logical Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...

  • Sales Administrator

    2 weeks ago


    Wetherby, United Kingdom Logical Full time

    Our client - AWC Group, is a Civil Engineering specialist with a group of businesses spanning Recruitment, Special Projects, Facilities management and plant hire. The Staff Services division helps to connect civil engineering talent with market leading brands across primarily the renewable energy and construction sectors. On the back of a fantastic 2024, we...


  • Wetherby, United Kingdom Reed Business Support Full time

    Senior Purchase Ledger Clerk - Full Time - Wetherby - Salary depends on experience An established yet growing international business are currenlty looking to recruit a Senior Purchase Ledger Clerk to join their busy team. The Senior Purchase Ledger Clerk will provide support to the Financial Manager and Sales Team by managing daily accounting tasks. You...

  • School Administrator

    2 weeks ago


    Wetherby, United Kingdom West Oaks SEN Specialist School and College Full time

    **Post Title**: **School Administrator** **Accountable To**: **Director of Operations/Head of School** **Location**: **West Oaks School** **Scale**: **B3** **PURPOSE OF THE POST** The purpose of the job is to provide a range of administrative support to ensure that high standards are maintained and that the school ethos across all curriculum areas are...

  • Paraplanner

    2 weeks ago


    Wetherby, United Kingdom Burgh Recruitment Ltd Full time

    **Paraplanner** **Location**: Remote / Hybrid (Office based in Wetherby) **Salary**: Highly competitive + Bonus Scheme **Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc.** An excellent opportunity has arisen for a Paraplanner to work within a highly successful St. James’s Place Wealth Management...

  • Senior Care Assistant

    2 weeks ago


    Wetherby, United Kingdom The Recruitment Crowd (Yorkshire) Ltd Full time

    **Senior Care Assistant - Days** **Wetherby** **£11.66 p/h** The Recruitment Crowd are working with an award - winning luxury care group who pride themselves in making a different to the lives of residents. They’re looking to recruit multiple Senior Care Assistants to join their team in Wetherby to help continue providinghigh quality residential and...