img
Permanent

IFA Administrator

Leeds
money-bag 25000.00-25000.00 Annual
3085435199
Posted Today

Job Title: IFA AdministratorIndustry: Financial AdviceLocation: Leeds (City Centre)Salary: £25,000 - £30,000 DOEReference Number: 10217Recruit UK is working on an exciting opportunity for an IFA Administrator to join an established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses.As an IFA Administrator you will provide support to Office Managers and Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.Responsibilities Processing new business applications and liaising with providers to ensure timely completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Salary up to £30,000 depending on experienceCareer progression Auto enrolment pensionDeath in service 25 days annual leave plus bank holidaysSkills and experience required:Open to junior IFA AdministratorsProven experience within Financial ServicesStrong organisational skills with the ability to plan and prioritise effectivelyGet in touch or apply online to find out more about this opportunity!About Recruit UK: As specialists in financial services recruitment, we bring u

Other jobs of interest...

Capio Recruitment Financial Planning
LeedsToday
money-bag35000.00-35000.00 Annual
NJR Recruitment
HarrogateToday
money-bag26000.00-26000.00 Annual
Lime People Search & Select Ltd
LeedsToday
money-bag20000.00-20000.00 Annual
NJR Recruitment
BradfordToday
money-bag26000.00-26000.00 Annual
Ortus PSR
HarrogateToday
money-bag30000.00-30000.00 Annual
TEMPLEGATE RECRUITMENT
LeedsToday
money-bag28000.00-28000.00 Annual
Lime Professional Services
Harrogate6 days ago
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!