Experienced IFA Administrator

5 hours ago

Leeds, Leeds, United Kingdom Hays Full time

Your new company

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 are completed in a timely manner, ensuring FCA compliance 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 industry best practices. Plus, you'll work alongside experienced professionals who are committed 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 highly competitive salary and benefits package, this is an excellent opportunity to join a company with an award-winning reputation which will invest in your growth and development.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Desired Skills and Experience
IFA Administrator

Senior IFA Administrator

Client Support Administrator

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found

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