IFA Operations & Client Services Specialist in Leeds
IFA Operations & Client Services Specialist

IFA Operations & Client Services Specialist in Leeds

Leeds Full-Time No home office possible
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Ascot Lloyd

A leading independent wealth management firm in the UK seeks a proactive IFA Administrator to enhance client operations. In this role, you will manage documentation, support advisers, and ensure excellent client service. You will also engage in automation projects aimed at improving client outcomes. Ideal candidates should have strong communication skills and a keen attention to detail while being driven to contribute to a dynamic team environment. Join us in shaping the future of wealth management. #J-18808-Ljbffr

Ascot Lloyd

Contact Detail:

Ascot Lloyd Recruiting Team

IFA Operations & Client Services Specialist in Leeds
Ascot Lloyd
Location: Leeds
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