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Reward Recruitment
Wetherby
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all are
Job Source: Reward RecruitmentCB3 Associates Ltd
York
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Guiseley, North Leeds Hybrid/Home Working: Yes - 4-days office, 1-day WFH Package: £27-30k base DO
Job Source: CB3 Associates LtdReward Recruitment
Wetherby
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and p
Job Source: Reward RecruitmentLime People Search & Select Ltd
Harrogate
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.We are urgently seeking an 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
Job Source: Lime People Search & Select LtdReward Recruitment
Knaresborough
Employed IFA Opportunity, with client bank (approx. £200,000 recurring fee income) and leads provided Knaresborough c.£50,000 plus basic + bonus This is a truly fantastic opportunity for an Employed IFA to join an expanding IFA, with excellent opportunities to progress within the business. The ideal candidate for this role must: Hold Competent Advi
Job Source: Reward RecruitmentLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdSi Recruitment
York
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative suppo
Job Source: Si RecruitmentTaylor James Professional Recruitment
Wetherby
An exciting opportunity has arisen for an experienced Operations Manager to join our prestigious financial planning client in north Leeds The firm itself pride themselves on very high quality and compliant client servicing and the ultimate aim of the role is to ensure this is consistent throughout the IFA support team. The position: Responsibility
Job Source: Taylor James Professional RecruitmentYork
IFA Administrator
York
£25,000 - £29,000
We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team.
What’s in it for you?
Excellent basic salary
25 days holiday + Bank Holidays
Christmas shut down
Hybrid working after probation
Development and progression
Working closely with the advisers and paraplanning team to provide support, this role can offer excellent development with suitability report writing and annual reviews.
Duties will include:
Processing new applications
Writing suitability reports
Dealing with client queries
Obtaining quotes and valuations
Liaising with product providers and other 3rd parties
General administration duties
What we are looking for:
Strong working knowledge and experience of financial services
Ability to prioritise own workload as well as being a good team player
Be able to demonstrate accuracy and attention to detail in written and numerical work
Excellent communication and interpersonal skills
Previous experience of Xplan preferred but not essential
If you think you have the right experience for this role and you are looking for an interesting, varied and challenging role with potential for personal growth, contact NJR Recruitment today quoting NJR 14833
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IFA Administrator jobs in York
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