At a Glance
- Tasks: Provide admin support to Financial Advisers and manage client documentation.
- Company: Established Chartered Financial Planning firm with a client-focused approach.
- Benefits: Competitive salary, long-term career development, and a supportive team environment.
- Other info: Opportunity for professional growth in a dynamic financial services setting.
- Why this job: Join a growing team and make a real impact in Wealth Management.
- Qualifications: Experience as an IFA Administrator or in Financial Services is essential.
The predicted salary is between 27000 - 32000 £ per year.
IFA Administrator | Financial Services Administrator | Wealth Management IFA Administrator £27,000 - £32,000 Near Wetherby, West Yorkshire Full Time | Permanent An established Chartered Financial Planning firm is looking to recruit an experienced IFA Administrator to join its growing Client Services team.
This is an excellent opportunity for a Financial Services Administrator looking to join a professional, client-focused Wealth Management business offering genuine long-term career development.
The Role Provide full administrative support to Financial Advisers.
Process new business across pensions, investments and protection.
Liaise with providers, platforms and clients.
Prepare review packs and client documentation.
Maintain accurate client records and back-office systems.
Support advisers throughout the client journey from application through to ongoing servicing.
Requirements Previous experience as an IFA Administrator , Financial Services Administrator or Wealth Management Administrator is essential.
Experience working within an IFA, Financial Planning or Wealth Management firm.
Strong knowledge of pensions, investments and fin...
IFA Administrator | Financial Services Administrator | Wealth Management employer: WEALTHLINK RECRUITMENT LTD
Join a well-respected Chartered Financial Planning firm near Wetherby, where you will be part of a dedicated Client Services team that prioritises professional growth and client satisfaction. With a strong emphasis on career development, this role offers a supportive work culture and the chance to enhance your skills in a dynamic environment, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
