IFA Administrator: Client Care & Compliance Expert in Leeds

IFA Administrator: Client Care & Compliance Expert in Leeds

Leeds Full-Time 31500 - 38500 Β£ / year (est.) No working from home possible
Ultimate Recruitment Group

At a Glance

  • Tasks: Support Financial Advisers by processing client business and ensuring compliance.
  • Company: Join a leading financial advisory firm in Leeds with a focus on client care.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Exciting career path with potential for advancement in the financial sector.
  • Why this job: Be part of a dynamic team making a difference in clients' financial journeys.
  • Qualifications: Strong communication skills and attention to detail are essential.

The predicted salary is between 31500 - 38500 Β£ per year.

MPAFM is seeking an Independent Financial Advisor (IFA) Administrator in Leeds to process new and existing business in collaboration with Financial Advisers, while delivering comprehensive administrative support in line with compliance processes.

The role covers client communications, records management, and liaison with product providers, requiring strong interpersonal and organizational skills, along with a focus on regulatory compliance.

IFA Administrator: Client Care & Compliance Expert in Leeds employer: Ultimate Recruitment Group

At MPAFM, we pride ourselves on being an exceptional employer, offering a collaborative work environment where Independent Financial Advisor (IFA) Administrators can thrive. Our commitment to employee growth is evident through ongoing training opportunities and a supportive culture that values teamwork and effective communication. Located in a vibrant area, we provide a fulfilling career path with the chance to make a meaningful impact while enjoying a healthy work-life balance.

Ultimate Recruitment Group

Contact Details:

Ultimate Recruitment Group Recruitment Team

We think you need these skills to ace IFA Administrator: Client Care & Compliance Expert in Leeds

Client Communication
Records Management
Interpersonal Skills
Organisational Skills
Regulatory Compliance
Administrative Support
Collaboration with Financial Advisers