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IFA Administrator

Leeds, UK

£25000 Per Annum


This is the opportunity for a Financial Planning Administrator to join a well-established Chartered IFA Practice that is looking to add to their growing team. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service.

  • The Opportunity

  • During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is encouraged and exam support is readily provided. Some of your duties will include:

  • Analysing and assisting with research for compiling Financial Planning reports Handling client queries wherever possible for the Advisers Servicing existing clients by providing valuations and portfolio updates as and when required Ensuring that all new business applications are processed accurately and efficiently, in a compliant manner to the firms standards. Send letters of authority and gather accurate information Adhoc projects and administrative tasks as and when necessary

  • What’s needed to be considered

  • In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning environment Professional communication manner, both written and verbally Any Financial Services qualifications are desired

  • What’s next?

  • Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

  • Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

  • Synonyms: Client Services Administrator, Sales Support

Posted 16 days ago

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