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
IFA Administrator: Wealth Planning Support Pro in Leeds employer: Lime People Search & Select Ltd
As an Independent Financial Advice practice, we pride ourselves on fostering a collaborative and supportive work environment where your contributions truly matter. Located in a vibrant area, we offer competitive benefits, opportunities for professional development, and a culture that values innovation and teamwork, making it an ideal place for those looking to grow their careers in the financial sector.
Contact Details:
Lime People Search & Select Ltd Recruitment Team
