ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Lime People Search & Select Ltd
Leeds, West Yorkshire
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 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 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 LtdReward 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 RecruitmentReward 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 RecruitmentMedlock Partners
West Yorkshire
Job Description IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their on
Job Source: Medlock PartnersMedlock Partners Ltd
west yorkshire
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now
Job Source: Medlock Partners LtdLeeds
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
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.