Wealth Management Administrator

**Reports to**: Client Support Team Manager **Location**: Leeds **Package**: £20,000 £25,000 depending on experience plus benefits package **Hours of work**: 37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully...

**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**:...

Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role Overview To provide first line support to our team of consultants, Financial Planners and...

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 IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the...

**Technical Administrator (Report writing)** **Location**: North Leeds (some hybrid working available)** **Salary: £28,000 - £32,000 (Dependent on Experience) plus bonus** An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice. You will be...

We are currently recruiting for a superb opportunity for a Senior Administrator to join our highly professional and successful client, a Leeds based Financial Wealth Management and Insurance organisation. This is a diverse role providing key support acrosscompliance, HR and finance administration, working collaboratively across the business to provide varied...

To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy. **Responsibilities** - To be the first point of contact for...

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. Opportunity to progress in a variety of directions...

**Our client** A financial services group who have specialist teams focused on wealth management, occupational pensions, employee benefits. **The Role** The Administrator, will be supporting their team of Financial Advisors by undertaking efficient administrative support. Your responsibilities will include preparing documents, maintaining and update...

**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...

A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...

A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...

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...

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...

Location: Hybrid between Home and our Corby officeReports to: End-Point Assessment Operations ManagerSalary: £33,280 plus excellent benefitsClosing Date: 10th May 2024About the role:This role is critical in managing bookings for End-Point Assessments (EPA), including the line management of the bookings team, ensuring bookings are administered in a timely...

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...

Mbf are working with a market leading Financial Planning & Wealth Management organisation who are seeking to recruit an additional IFA Administrator to join their friendly team. The company has a fantastic reputation and a national presence; they have been growing over the past five years - meaning there is scope for progression and development within this...

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...

**The Company**:Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advicefirm: - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days...

An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (below): ~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package The...