Clayton Davies is seeking an experienced IFA Administrator to support its advisory team and client base in day-to-day administration of client portfolios. The role covers onboarding to ongoing servicing and review support, helping advisers with submissions and client communications.
You will work across pensions, investments and protection, using CRM and back-office systems to keep accurate client records and ensure regulatory compliance.
#J-18808-LjbffrIFA Administration & Client Service Specialist in Leeds employer: Clayton Davies
As a leading national Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work environment in Cumbria. Our commitment to employee growth is evident through comprehensive training and development opportunities, alongside competitive compensation packages that include bonuses and benefits. Join us to be part of a culture that values collaboration, innovation, and the pursuit of excellence in financial planning.
