Experienced IFA Administrator
20 hours ago
Your newpany A new role has arisen for an experienced Financial Services Administrator to join an ambitious and growing firm of IFAs. Working within a supportive and collaborative team culture which values professionalism, integrity and long-term relationships, this is an excellent opportunity for someone who is passionate about financial services and seeking to continue developing their career within a dynamic, client-focused environment.Your new role As a Financial Services Administrator, you will play a key role in supporting a team of expert financial planners and ensure clients receive outstanding service. Key responsibilities will include preparing client review packs for advisers, conducting product research to support advisers in providing clients with the best financial solutions, processing new business, fund switches, withdrawals, ensuring client transactions arepleted in a timely manner, ensuring FCApliance requirements are adhered to, maintaining the CRM system (Intelligent Office). If you are looking for a role that offers variety, responsibility, and the chance to develop within a forward-thinking team, this is the opportunity for you. You'll gain exposure to a wide range of financial products, client management tools, and industrybest practices. Plus, you'll work alongside experienced professionals who aremitted to your growth and success.What you'll need to succeed Essential to have proven experience as an IFA Administrator and a solid understanding of Intelligent Office, together with a high level of professionalism, strong attention to detail, a passion for ensuring clients receive excellent standards of service.What you'll get in return In addition to a highlypetitive salary and benefits package, this is an excellent opportunity to join apany with an award-winning reputation which will invest in your growth and development.
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Ifa Support Administrator
1 week ago
Leeds, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, Leeds Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus. This is an excellent and interesting opportunity to work for a Leeds based IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of the role is to provide client...
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Ifa Administrator
2 weeks ago
Leeds, United Kingdom CB3 Associates Ltd Full time**The Company**:Nationally recognised IFA firm based in Central Leeds looking to expand their back-office team by bringing in an additional IFA Administrator who holds private wealth focused adviser support experience. Having gone through aperiod of growth across 2021/22 there is a need to further flesh out their adviser support setup across both...
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Ifa Administrator
3 days ago
Leeds, United Kingdom Search Consultancy Full timeIFA Administrator Leeds Up to £27,000 + excellent benefits package, bonus, flexible hybrid working Award winning Independent Financial Adviser organisation in Leeds are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office. Experience in a Financial Services environment is essential as you will be...
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Senior Ifa Support Administrator
1 week ago
Leeds, United Kingdom Aspire Executive Search Full timeSenior IFA Support Administrator, Leeds Salary up to £35,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home My client will consider a shorter working week if it would be more benficial to your life style. This is an excellent and interesting opportunity to work for an IFA firm who have a...
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Trainee Ifa Administrator
2 weeks ago
Leeds, United Kingdom Cranleigh Personnel Full time**Trainee IFA Administrator** **Location - Leeds** **Salary: £23,000 - £29,500** Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions...
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Ifa Administrator
1 week ago
Leeds, United Kingdom Idex Full timeWe are working with a growing wealth firm based in Leeds who are looking to recruit their next IFA Administrator. **This role offers**: - Leading benefits package - Holidays (40 days) - Progression - Flexible working **Key duties and responsibilities**: You will be part of a busy team providing support a number of Financial Advisers with duties...
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Ifa Administration
1 week ago
Leeds, United Kingdom Lime People Full timeMy client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. Specifically you’ll be responsible for the following areas: Management Responsibilities Managing the office in absence of Practice Manager Supervising Administrators in daily...
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Junior Ifa Administrator
6 days ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Ifa Administrator
6 days ago
Leeds, United Kingdom ST Resourcing Ltd Full timeA highly respected Chartered Accountants, with impressive offices in the Leeds area are looking to add to their Financial Planning arm with an additional Financial Planning Administrator. The role will see you work closely with existing support staff and alongside the technical team you will provide first class administrative support to the Financial...
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IFA Administrator
7 days ago
Leeds, Leeds, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...