IFA Administrator

  • Location:

    Leeds, West Yorkshire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    market leading benefits package

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    Req/548037

  • Published:

    4 months ago

  • Expiry date:

    2020-04-19

  • Start date:

    Negotiable

IFA Administrator
Leeds
£18,000 - £25,000 plus benefits, exam support, bonus

An opportunity has arisen to join a very successful IFA firm based in Leeds city centre. This is chance to work for an extremely successful wealth management organisation in an admin support function to the Directors/IFA's working in the Private Wealth sector.

As a Financial Services administrator within this firm, you will provide full administrative support to the regulated advisors in the offices, and liaise with product providers, clients and customers.

Applicants must be experienced providing administrative duties within a Financial Services environment (IFA, Wealth Management Firm) across Investments and Pensions and they will ideally have experience in using 1st software (Avelo).

Relevant industry qualifications would be great although this isn't a necessity if you have good specific experience in this role. You will however be given full support to attain these qualifications in the role if you wish

This is an excellent opportunity to join an ambitious, forward thinking and friendly office on an excellent salary with additional bonus payments of around 10% of salary per annum

If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.