IFA Business Support Specialist
4 days ago
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 pension solutions to High Net Worth Clients.
">Key Responsibilities
">- ">
- 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">
Required Skills and Experience
">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.
">Compensation and Benefits
">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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IFA Operations Specialist
2 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob 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...
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IFA Support Specialist
1 week ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAn 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...
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IFA Operations Manager
4 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeA reputable Independent Wealth Management Advisory Firm based in Leeds is seeking an IFA Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting the financial advisors and contributing to the firm's success.Key ResponsibilitiesProviding administrative support to financial advisorsMaintaining accurate records and...
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IFA Role Opportunity
2 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeCompany Overview:NJR Recruitment is an expanding company based in Leeds, UK, offering hybrid working arrangements, free onsite parking, and study support to its employees.Job Requirements:As an IFA Administrator, you should have experience in a similar administrative role, strong communication and organizational skills, and proficiency in Microsoft Office...
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Account and Business Growth Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the RoleThe successful candidate will work closely with our business development team to provide exceptional service to external adviser firms. Key responsibilities include fielding enquiries via telephone and email, updating systems, and providing web portal assistance. In addition, they will ensure smooth functioning of the IFA Business relationship...
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Executive IFA Coordinator
1 week ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAbout 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...
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IT Support Specialist
1 day ago
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Senior Paraplanner Specialist
1 month ago
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Financial Support Assistant
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Senior Business Immigration Specialist
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Academic Support Specialist
1 day ago
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Logistics Business Expansion Specialist
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Specialist Support Professional
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Clinical Support Specialist
2 weeks ago
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Optical Support Specialist
2 weeks ago
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Compliance Support Specialist
4 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Full timeJob DescriptionIn this role, you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports. Your key responsibilities will include Suitability Report Preparation, Compliance and Record Maintenance, and Client Service and Support.Suitability Report Preparation:Prepare high-quality suitability...
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Financial Services Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeCompany 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...
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Care Support Specialist
1 week ago
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Operations Support Specialist
1 week ago
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Pensions Administration Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Intellect UK Group Limited Full timeThis 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,...