JHR Recruitment seeks an experienced IFA Administrator for a central Ilkley-based wealth management business. You will provide essential administrative support across new business, existing clients and the wider financial planning team.
The role covers processing new business, client servicing, preparing valuations and reports, and managing documentation through Papercloud and Intelliflo. This is a relaxed, professional environment with two days remote working after probation.
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IFA Administrator β Hybrid Role with Growth & Benefits in Ilkley employer: JHR Recruitment
Jo Holdsworth Recruitment is an exceptional employer, offering a dynamic work environment in the heart of Leeds. With a strong focus on employee growth and development, the company fosters a collaborative culture that encourages innovation and strategic thinking. Employees benefit from opportunities to engage with industry leaders at networking events, while also enjoying a supportive atmosphere that values long-term client relationships and professional partnerships.