At a Glance
- Tasks: Provide expert administrative support in pensions and investments for financial advisers.
- Company: Join a leading firm in the financial planning sector with a focus on compliance.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to deepen your expertise in a regulated financial environment.
- Why this job: Enhance your skills in a dynamic role while making a real difference in clients' financial futures.
- Qualifications: Strong knowledge of investment products and excellent organisational skills required.
The predicted salary is between 29700 - 36300 £ per year.
Search is seeking a Senior Administrator to provide expert IFA administrative support in a regulated financial planning environment.
The role focuses on pension transfers, ISA transfers, and maintaining precise client records to support advisers and ensure compliant case progression.
This full‑time, on‑site position requires strong technical knowledge of investment products and excellent organisational capability, with opportunities to deepen technical knowledge across pensions and investments.
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Senior IFA Administrator – Pensions & Investments (On‑Site) in Leeds employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.