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IFA Administrator
Job Posted: a day ago
Salary: £ 32,000 - 34,000 / Annum
Job Type: Permanent
Location: LS1, Leeds, West Yorkshire
Expire in: a month
Job Description
Fin Search are recruiting an IFA Administrator on a permanent basis for a leading firm based in Leeds.
This is a brilliant opportunity to join a small team in a fast paced and varied role.
As an IFA Administrator, this role will be responsible for supporting a small team of experienced Paraplanners, Financial Advisers and Directors,
Duties will include, however are not limited to, processing new business applications across the key financial products, submitting transactions and trade requests, obtaining Client Portfolio Valuations, preparing review packs for client meetings, liaising with products providers, actioning Letters of Authority, maintaining accurate client records and acting as a key point of contact for clients and Financial Advisers and Directors.·
The successful candidate will:
* Have worked in a relevant IFA or Financial Planning Administration before
* Have excellent attention to detail
* Have strong verbal and written communication skills
£32,000 - £34,000 + 23 days annual leave (plus bank holidays) + contributory pension scheme + death in service benefitBefore You Apply
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Looking for your next career move? Join a top company hiring IFA Administrator job near me in LS1, Leeds, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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