At a Glance
- Tasks: Support Financial Planners and manage client records in a dynamic wealth management environment.
- Company: Expanding Wealth Management Practice focused on high-net-worth clients.
- Benefits: Competitive salary, bonuses, and a supportive work culture.
- Other info: Great opportunities for career growth and professional development.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Experience in administration or a keen interest in finance is a plus.
The predicted salary is between 49500 - 60500 £ per year.
- (Snr) IFA Administrator
- Leeds
- £30,000 to £38,000 plus benefits and bonus
Our client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients.
They currently have opportunities available for either experienced or new to the industry IFA Administrators.
Duties will include
- Liaising with policy providers.
- Updating and maintaining client records.
- Processing new business applications.
- Fund switches.
- income and withdrawal requests and monitoring the process through to completion.
- Providing dedicated support to one or more Financial Planner(s).
- Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
- Any other duties as may reasonably be required by your Line Manager/Director.
- #J-18808-Ljbffr
(Snr) IFA Administrator in Leeds employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
