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Lime People Search & Select Ltd
Leeds
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 LtdNJR Recruitment
Huddersfield
Junior IFA Administrator Huddersfield £22,000- £23,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for a Trainee IFA Administrator to join their ambitious, expanding and technically astute team. The main purpose of your role will be to prepare written advice and provide
Job Source: NJR RecruitmentLime People Search & Select Ltd
Leeds
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 LtdLime People Search & Select Ltd
Leeds
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 IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors an
Job Source: Lime People Search & Select LtdFocus Search and Selection
Barnsley
IFA Administrator £22,000 to £26,000 salary We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As an IFA Administrator, your main responsibilities will be to provide tec
Job Source: Focus Search and SelectionReward 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 RecruitmentReward Recruitment
Wakefield
IFA Administrator Wakefield, Leeds c. £30,000, plus benefits 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 IFA in the future. Day to day responsibilities: General admi
Job Source: Reward RecruitmentOrtus PSR
Huddersfield
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? 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 Adm
Job Source: Ortus PSRLeeds
Junior IFA Administrator
Leeds
Salary: up to £23,000
NJR are currently working with a leading Independent Wealth Management Advisory firm based in North Leeds who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to provide admin support services to an extremely successful Financial Planner, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities include:
Processing New Business
Liaising with clients and providers
Obtaining valuations
Checking all compliance paperwork is present
Provide support to a busy financial planner
Preparing illustrations
Prepare basic suitability letters
What's in it for you?
Ongoing Development and Training
Full study support
Annual Bonus
22 Days Holiday + Bank Holidays
Pension
Death In Service Cover
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. Those applying will have a recent finance related degree and an eagerness to pursue a career in wealth management.
This is an excellent opportunity for someone looking for the first role in financial planning! For further information please contact one of our specialist consultants quoting REF: NJR14819
Junior IFA Administrator jobs in Leeds
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