IFA Administrator: Wealth Planning Support Pro in Leeds

IFA Administrator: Wealth Planning Support Pro in Leeds

Leeds Full-Time No home office possible
Lime People Search & Select Ltd
An Independent Financial Advisory Firm in Leeds is seeking an experienced Investment / IFA Administrator. You will be responsible for supporting Directors and Advisors, processing new business applications, managing compliance with AML regulations, and enhancing client interactions. The ideal candidate has over 5 years of experience in IFA Administration, with knowledge of investments, pensions, and personal tax. This role offers a dynamic work environment dedicated to financial planning and wealth management. #J-18808-Ljbffr
Lime People Search & Select Ltd

Contact Detail:

Lime People Search & Select Ltd Recruiting Team