The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits
We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
NJR Recruitment are thrilled to be exclusively working with a multi award winning firm who are now looking to recruit an experienced IFA Administrator to join their growing wealth management team.
Offering hybrid working, this is an exciting opportunity for anyone with previous experience providing support to Independent Financial Planners.
Posted by Taylor James Professional Recruitment • £28K/yr to £34K/yr
General
Our award winning and chartered Leeds based client are looking to appoint an 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 Lime People Search & Select Ltd • £28K/yr to £35K/yr
General
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for
Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.
NJR Recruitment is currently working with a well known regional Chartered IFA practice that specialise in providing high quality personal advice on many aspects.
Due to their ongoing growth they are now looking to appoint an experienced IFA Administrator to join their practice.
The role is to work with the existing administration and the technical teams to support a small number of financial planners who advise on Whole of Market products.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:
Office Location: Central Huddersfield
Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
NJR are currently working with a privately owned Independent Financial Advisory Firm, who are now seeking a pro-active, experienced IFA Administrator to join their already well established team.
Offering hybrid working, this role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments.
Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with examinations.
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
Office Location: Halifax
Hybrid/Home Working: Yes - Hybrid office/home working