Wealth Management Administrator β€” IFA Support in Leeds

Wealth Management Administrator β€” IFA Support in Leeds

Leeds Full-Time 22050 - 26950 Β£ / year (est.) Home office (partial)
Jo Holdsworth Recruitment Ltd.

At a Glance

  • Tasks: Provide essential admin support for new business and client servicing.
  • Company: Join a supportive wealth management firm in Ilkley.
  • Benefits: Hybrid working, 9am-5pm hours, and opportunities for career progression.
  • Other info: Great chance to work towards financial services qualifications.
  • Why this job: Gain valuable experience in financial services with a low-micromanagement culture.
  • Qualifications: Experience as an IFA Administrator is preferred.

The predicted salary is between 22050 - 26950 Β£ per year.

Jo Holdsworth Recruitment Ltd. are partnering with a wealth management business in Ilkley to appoint an experienced IFA Administrator.

You’ll provide essential administrative support across new business, client servicing and the wider planning team.

The role offers hybrid working after probation, 9am-5pm, with a supportive, low-micromanagement environment and opportunities to progress toward financial services qualifications.

#J-18808-Ljbffr

Wealth Management Administrator β€” IFA Support in Leeds employer: Jo Holdsworth Recruitment Ltd.

Join a dynamic and growing manufacturing company in Leeds as an HR Manager, where you will have the autonomy to shape the HR function and make a real impact. With a supportive work culture that values hands-on involvement and strategic thinking, you'll enjoy opportunities for professional growth and the potential to lead your own HR team in the future. The role offers competitive salary and the chance to work across multiple locations, ensuring a diverse and engaging work experience.

Jo Holdsworth Recruitment Ltd.

Contact Details:

Jo Holdsworth Recruitment Ltd. Recruitment Team

We think you need these skills to ace Wealth Management Administrator β€” IFA Support in Leeds

Administrative Support
Client Servicing
New Business Processing
Financial Services Knowledge
Attention to Detail
Communication Skills
Organisational Skills