We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
The salary range for an IFA Administrator is £22,000-26,000.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
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.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
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:
Hybrid/Home Working: Yes - 3-days office, 2-days WFH after initial training period
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.
Posted by Taylor James Professional Recruitment • £28K/yr to £35K/yr
Duties & responsibilities will include
Processing new business applications across the key financial products.
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.
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.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.