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Fin Search Ltd
Leeds
Fin Search are recruiting a newly created permanent Financial Services Administrator opportunity for a growing financial services business based in north Leeds. This is a brilliant opportunity for a bright graduate or strong administrator looking for a career move in to a financial services business with a clear progression and development plan. Du
Job Source: Fin Search LtdCB3 Associates Ltd
Wakefield
The Company : A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. Office Location: Wakefield Hybrid/Home Working: No - 100% office-based Package: £23-25k base + annual bonus and full company benefits: 25 days holiday + stats, 5% pension, 2
Job Source: CB3 Associates LtdCB3 Associates Ltd
Leeds, England, United Kingdom
The Company : A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Location: Central Leeds Working: No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private &
Job Source: CB3 Associates LtdFocus Search and Selection
Leeds
Senior IFA Administrator £25,000 to £28,000 salary We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Senior IFA Administrator, your main responsibilities will b
Job Source: Focus Search and Selectionmbf.
Leeds
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office. Our client are a highly reputable Financial Planning organisation with offices across the
Job Source: mbf.Lime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentLeeds
IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. What's in it for you?
Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.
Exposure to high-net-worth private clients including entrepreneurs, business owners and charities.
Become an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership team.
Work in the heart of Leeds, just a few minutes' walk from the train station
As part of a small and close-knit office, the team has a strong work-ethic with a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work. The ideal candidate;
Experience within a wealth management/financial services environment within the administrative teams.
Enthusiastic and confident individual, comfortable liaising with internal stakeholders and external clients
A strong numerical background
A genuine interest within the financial services industry
Key responsibilities of the role include;
Preparing meeting and presentation documents
Ensuring all client verification is up to date and maintained
Onboarding and suitability processes
Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.
Diary management for the Senior Investment Directors
Due to the nature of the role, the successful candidate will be office based Monday-Thursday.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Services Administrator jobs in Leeds
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