IFA Administrator

Company 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...

Are you an experienced IFA Administrator looking for a new role?Do you want to work with an award-winning team?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...

**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**:...

**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...

**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...

IFA 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...

**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...

We 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...

**IFA Administration Team Manager** **Location: Leeds** **Salary: £33,000 - £35,000** A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of...

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...

A 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...

Senior 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...