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Permanent

IFA Administrator

Leeds
money-bag 27000.00-27000.00 Annual
3109269218
Posted Today

IFA AdministratorLeeds, hybridUp to £33,000 + Bonus + Excellent BenefitsStudy Support towards Diploma in Financial PlanningAn excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK''s leading wealth management organisations.Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care.Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners.This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications.The RoleYou will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process.Responsibilities will include:• Providing full administrative support to Financial Advisors and Paraplanners• Preparing and processing new business applications• Managing client ..... full job details .....

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