Our client is an established Financial Planning practice based in Wakefield, who are looking to recruit a trainee IFA Administrator to join their expanding team, with excellent training provided and progression opportunities within the company.
£20,000 to £25,000, plus benefits (subject to experience)
Day to day responsibilities
General administration and upkeep of company records.
Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and possibly IFA in the future.
£30,000 to £35,000, plus benefits (subject to experience)
Day to day responsibilities
General administration and upkeep of company records.
The Company: Chartered IFA firm based in East Leeds looking to add an experienced Financial Services Administrator to their back-office support team as an expansion to their current setup:
Office Location: Colton - East Leeds
Hybrid/Home Working: Yes - 3-days office, 2-days WFH after initial training period
Posted by Robinson Financial Careers • £21K/yr to £35K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Benefits: 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Posted by Taylor James Professional Recruitment • £28K/yr to £35K/yr
General
Our award winning Leeds based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Posted by Robinson Financial Careers • £26K/yr to £35K/yr
General
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Wakefield.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
Business Support to their Independent Financial Advisors
The whole IFA firm is fully focused on making it simpler for their Financial Advisors and providing genuine value.
Are you looking for a home-based Financial Advisor position with better work / life balance and interested in potentially earning more income from the same clients?