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Lime People Search & Select Ltd
Leeds, West Yorkshire
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. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the
Job Source: Lime People Search & Select LtdRobinson Financial Careers
Wakefield
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Wakefield. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are
Job Source: Robinson Financial CareersMedlock Partners
West yorkshire, England, United Kingdom
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth no
Job Source: Medlock PartnersMedlock Partners Ltd
west yorkshire
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now
Job Source: Medlock Partners LtdMedlock Partners Limited
Ilkley
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing g
Job Source: Medlock Partners LimitedReward Recruitment
Wakefield
Snr IFA Administrator Wakefield, Leeds £30,000 to £35,000, plus benefits (subject to experience) 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 futu
Job Source: Reward RecruitmentTaylor James Professional Recruitment
Leeds
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. Duties & responsi
Job Source: Taylor James Professional RecruitmentReward Recruitment
Wakefield
Trainee IFA Administrator Wakefield, Leeds £20,000 to £25,000, plus benefits (subject to experience) 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. Day
Job Source: Reward RecruitmentLeeds
£ 16000 - 20000/annum 12-16k +bens +training
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.
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.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role yo...
Email Alert for Junior IFA Administrator jobs in Leeds
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