Nigel Wright Recruitment is interested in hearing from people with previous IFA Admin experience to join one of their clients based in Leeds in a Part Time role Part Time IFA Admin Permanent £25,000 (full time salary) Free Parking on site The role requires an organised, detail-oriented IFA Administrator. Supporting Independent Financial Advisors with client portfolios, financial paperwork, compliance, and record-keeping. Document Management: Process and maintain financial documents, ensuring compliance. Compliance and Regulation: Ensure regulatory compliance and assist with audits. Financial Data Management: Maintain financial portfolios and prepare statements. General Office Support: We are looking for someone with previous experience in a IFA Admin role but can be flexible on the level of experience. Previous experience within a IFA/Finance Admin role - 2 years minimum Understanding of financial products and regulations Proficient in MS Office Previous experience of using IO (Intelligent Office) is essential to this role
Finance Administrator Full or Part Time in Morley employer: Nigel Wright Group
Nigel Wright Group is an excellent employer, offering a dynamic and supportive work culture that prioritises professional development and employee growth. With hybrid working options and a focus on teamwork, employees can enjoy a balanced workload while contributing to meaningful financial projects in the picturesque Borough of Rossendale.
