IFA Business Support Specialist

4 days ago


Leeds, Leeds, United Kingdom NJR Recruitment Full time

About NJR Recruitment

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We are collaborating with a reputable Independent Wealth Management Advisory Firm in Leeds to find a seasoned IFA Administrator.

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Role Summary

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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 pension solutions to High Net Worth Clients.

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Key Responsibilities

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  • ">
  • Administer new business workflows">
  • Foster strong relationships with clients, providers, and external stakeholders">
  • Process LOAs and procure necessary documents">
  • Carry out in-depth analysis on existing arrangements">
  • Develop comprehensive suitability reports">
  • Ensure adherence to regulatory standards">
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Required Skills and Experience

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The successful candidate will require significant experience in financial services, with a deep understanding of Investment and Pension products. They must be highly organized, client-centric, and able to build lasting relationships.

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Compensation and Benefits

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The estimated annual salary for this role is £38,000, based on experience. The firm offers flexible work arrangements, free parking, education support, career growth opportunities, private health insurance, life insurance, critical illness protection, discounted gym memberships, and a contributory pension plan.



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