IFA Administrator for Wealth Planning (Hybrid)

IFA Administrator for Wealth Planning (Hybrid)

Full-Time 27000 - 33000 Β£ / year (est.) Home office (partial)
mbf

At a Glance

  • Tasks: Provide essential admin support to Independent Financial Advisers and enhance client service delivery.
  • Company: Professional, client-focused firm with a strong reputation in financial services.
  • Benefits: Hybrid working, career development opportunities, and a supportive team environment.
  • Other info: Exciting opportunities for growth in pensions, investments, and wealth management.
  • Why this job: Join a dynamic team and grow your career in wealth planning and financial services.
  • Qualifications: Prior IFA or financial services admin experience is preferred.

The predicted salary is between 27000 - 33000 Β£ per year.

mbf is recruiting an IFA Administrator to provide essential administrative support to Independent Financial Advisers and help ensure smooth client service delivery within a professional, client-focused firm.

The role suits someone with prior IFA or broader financial services administration experience, offering opportunities for career development in pensions, platforms, investments, or wealth management.

IFA Administrator for Wealth Planning (Hybrid) employer: mbf

Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace IFA Administrator for Wealth Planning (Hybrid)

Administrative Support
Client Service Delivery
Financial Services Administration
Pensions Knowledge
Investment Knowledge
Wealth Management Knowledge
Attention to Detail