The opportunity...
Nigel Wright Recruitment is interested in hearing from people with previous IFA Admin experience to join one of their clients based in Leeds in a Part Time role 

Part Time IFA Admin
Permanent
£25,000 (full time salary)
Based in Morley 
Free Parking on site

The role...
The role requires an organised, detail-oriented IFA Administrator. Supporting Independent Financial Advisors with client portfolios, financial paperwork, compliance, and record-keeping. Contributing to the efficiency and success of the Advisory team.
Some of the Key Responsibilities:
*Client Administration: Manage client files, assist with inquiries, and coordinate meetings.
*Document Management: Process and maintain financial documents, ensuring compliance.
*Compliance and Regulation: Ensure regulatory compliance and assist with audits.
*New Business Processing: Support new business applications and liaise with product providers.
*Financial Data Management: Maintain financial portfolios and prepare statements.
*General Office Support: Schedule appointments, communicate with clients, and provide administrative support.

What we are looking for?
We are looking for someone with previous experience in a IFA Admin role but can be flexible on the level of experience. Some of the key things required for this role is:
*Previous experience within a IFA/Finance Admin role - 2 years minimum
*Understanding of financial products and regulations
*Proficient in MS Office 
*Previous experience of using IO (Intelligent Office) is essential to this role
*Strong communication and organisational skills
*Attention to detail, able to work in a regulated environment and remain confidential
*Ability to work on own initiative to ensure deadlines are met


If you think this is the right role for you please contact