TFAS Wealth Limited is seeking an experienced Senior IFA Administrator to own end-to-end IFA administration and support advisers with a high standard of service. The role offers a clear path towards paraplanning, including straightforward ongoing reviews where no new business is involved.
You will manage a varied caseload, liaise with providers, maintain records in Intelliflo, and ensure regulatory compliance while supporting client journeys across pensions and investments.
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Senior IFA Administrator - Remote 1 Day/Week, Career Growth in Leeds employer: TFAS Wealth Limited
TFAS Wealth Limited is an excellent employer that prioritises employee growth and development, offering a clear pathway towards paraplanning in a supportive and ambitious environment. With flexible hybrid working arrangements and a strong focus on maintaining client relationships, employees can thrive while contributing to a high-standing firm that values their contributions.