Elite IFA Administrator – Client Servicing & Compliance in Leeds

Elite IFA Administrator – Client Servicing & Compliance in Leeds

Leeds Full-Time No working from home possible
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Ontapjobsearch is seeking an experienced IFA Administrator to support its advisory team and clients in Leeds. You will prepare and submit applications across pensions, investments, and protection, and coordinate ongoing servicing with valuation reports and documentation for review meetings.

The role requires familiarity with CRM and back-office platforms, strong compliance practices, and the ability to handle client queries professionally while supporting advisers and paraplanners to meet

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Elite IFA Administrator – Client Servicing & Compliance in Leeds employer: Ontapjobsearch

As a Temporary Part-Time Administrator in Gosforth, you will join a supportive and inclusive work environment that values diversity and encourages personal growth. With benefits like weekly pay, generous annual leave, and discounts at high street brands, we prioritise employee well-being and satisfaction. Our commitment to direct employment ensures you are part of a team that fosters collaboration and professional development, making this an excellent opportunity for those seeking meaningful and rewarding work.

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Contact Details:

Ontapjobsearch Recruitment Team