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 Medlock Partners Limited • £23K/yr to £28K/yr
Salary up to £28,000 (Experience dependant)
Death in service 5% Pension Yulife Employee benefits package
Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
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.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company who are looking for an experienced IFA Administrator to lead a team of financial planning administrators in their offices in Wakefield.
The successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for their staff.
Posted by Aspire Executive Search • £25K/yr to £35K/yr
Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the West Yorkshire area?
IFA Support Administrator West Yorkshire Salary up to £35k, progression routes available and competitive Benefits.
Are you looking for an opportunity to progress your career within the Financial Services industry?
Search Consultancy are supporting a commercial drone retailer company to recruit for a 12- month FTC Finance Assistant at their office in Leeds City Centre.
This is a brilliant opportunity for an individual who is looking to get experience in both ledgers and has an enthusiasm for Finance.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Fin Search are recruiting a Finance Assistant on a 12 month FTC basis for a fast paced, award winning, growing SME based in Leeds.
As a Finance Assistant, this role will work as part of a fast paced team, responsible for accurately managing both the sales and purchase ledgers.
Duties will include, however are not limited to, daily bank reconciliations to include multi currency transactions, expenses processing, cash allocations, ledger reconciliations, fixed asset register maintenance and assisting with the VAT returns.