IFA Administrator
other jobs Recruit UK
Added before 3 hours
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Job Title: IFA Administrator
Industry: Financial Advice
Location: Leeds (City Centre)
Salary: £25,000 - £30,000 DOE
Reference Number: 10217
Recruit UK is working on an exciting opportunity for an IFA Administrator to join an established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses.
As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.
Responsibilities
*Processing new business applications and liaising with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £30,000 depending on experience
*Career progression
*Auto enrolment pension
*Death in service
*25 days annual leave plus bank holidays
Skills and experience required:
*Open to junior IFA Administrators
*Proven experience within Financial Services
*Strong organisational skills with the ability to plan and prioritise effectively
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Industry: Financial Advice
Location: Leeds (City Centre)
Salary: £25,000 - £30,000 DOE
Reference Number: 10217
Recruit UK is working on an exciting opportunity for an IFA Administrator to join an established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses.
As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients.
Responsibilities
*Processing new business applications and liaising with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £30,000 depending on experience
*Career progression
*Auto enrolment pension
*Death in service
*25 days annual leave plus bank holidays
Skills and experience required:
*Open to junior IFA Administrators
*Proven experience within Financial Services
*Strong organisational skills with the ability to plan and prioritise effectively
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Job number 3520545
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...