IFA Operations Manager

Job Title: IFA Operations SpecialistWe are seeking a skilled IFA operations specialist to join our client's team in Leeds. In this role, you will be responsible for managing day-to-day operations, maintaining accurate records, and ensuring compliance with regulatory requirements. We offer a competitive salary package, hybrid working arrangements, and...

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....

An exciting opportunity has arisen for an experienced IFA Support Specialist to join a leading Independent Wealth Management Advisory Firm based in Leeds.As a key member of the team, you will provide administrative support to experienced Advisers who offer complex advice on Pensions and Investments to High Net Worth Clients.The ideal candidate will have...

About NJR Recruitment">NJR Recruitment is working with a leading Independent Wealth Management Advisory Firm in Leeds to find an experienced IFA Administrator.">Role Overview">This is an excellent opportunity for someone to join a ambitious, expanding and technically astute team, supporting various experienced Advisers who offer High Net Worth Clients...

About NJR Recruitment">We are collaborating with a reputable Independent Wealth Management Advisory Firm in Leeds to find a seasoned IFA Administrator.">Role Summary">This is an exceptional opportunity for an organized and detail-oriented individual to join a forward-thinking team, supporting experienced Advisers who provide sophisticated investment and...

Company Overview:We are an Independent Financial Advisory firm based in the Wakefield area, offering advice to individual clients and businesses on pensions, investments, retirement, and estate planning.About the Role:As our IFA Administration Team Leader, you will oversee the back-office administration staff, ensuring a smooth and efficient office...

NJR Recruitment Careers are working exclusively with a leading Independent Wealth Management Advisory Firm based in Leeds. This highly ambitious, expanding, and technically astute team is seeking an experienced IFA Administrator to support their daily operations.Key Responsibilities:Process new business transactions efficientlyLiaise with clients, providers,...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...

This role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports,...

Job Title: ParaplannerAbout the Role:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. As a Paraplanner, you will play a crucial role in supporting our IFAs and Senior Paraplanners in delivering high-quality services to our clients.Key Accountabilities:Preparing suitability reports for clients;Managing and updating the CRM...

Job Title: ParaplannerCompany Overview:We are seeking a skilled Paraplanner to join our team at Intellect UK Group Limited. The ideal candidate will have strong analytical and communication skills, with the ability to work independently and as part of a team.Salary:The salary for this position is £30,000 per annum, which is highly competitive for the...

Job Title: ParaplannerRole Summary:This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.Responsibilities:Preparation of suitability reports;Management of the CRM system;Collaboration with IFAs and...

We are delighted to be working with a prominent Independent Wealth Management Advisory Firm in Leeds. As part of their ambitious team, they seek a skilled IFA Administrator to assist in their daily activities.About the Role:Support various experienced Advisers in providing complex advice to High Net Worth ClientsProcess new business, manage LOAs, obtain...

About the RoleIntellect UK Group Limited is seeking a skilled Senior Paraplanner Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. This position involves managing and updating the CRM system.Key Responsibilities:Prepare detailed suitability reports for...

Join Our TeamWe are seeking a highly skilled Paraplanning Support Professional to join our team at Intellect UK Group Limited. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Key ResponsibilitiesYour responsibilities will...

Job Summary: Money Management SpecialistAbout Us:Austin Fraser is a leading recruitment agency in the financial sector. We are committed to providing exceptional client service and supporting our consultants in delivering outstanding results.Job Description:We are seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds. As the...

About Our TeamAt Intellect UK Group Limited, we pride ourselves on delivering exceptional client service and innovative financial solutions. Our team of experienced professionals is dedicated to helping our clients achieve their goals and secure their financial futures.Job DescriptionWe are seeking a Paraplanning Support Professional to join our team and...

Client Service Coordinator Job DescriptionWe are seeking a motivated and detail-oriented individual to join our Account Services team as a Client and Service Delivery Assistant. This role offers a fantastic opportunity to develop your skills and experience in the financial services industry while making a real difference in the lives of our clients.Main...

NJR Recruitment Careers presents an exciting opportunity to join a renowned Independent Wealth Management Advisory Firm based in Leeds. They are looking for a dedicated IFA Administrator to support their growing team.Job Description:Day-to-day administrative tasks, including processing new business and managing LOAsCollaboration with clients, providers, and...

About the RoleWe are seeking a highly organized and detail-oriented Pensions Administration professional to join our team at Intellect UK Group Limited. As a Pensions Administrator, you will play a critical role in supporting our IFA and Senior Paraplanner teams in delivering high-quality pension services to our clients. Your primary responsibilities will...