IFA Admin Specialist - Wealth Planning & Client Services

Evelyn Partners; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

A leading financial services firm is seeking an IFA Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners and maintaining strong client relationships. Ideal candidates will have at least one year of experience in Financial Services, a strong client service ethic, excellent communication skills, and a willingness to grow within the financial sector. The position offers a competitive salary and a hybrid working model, among other benefits.

Qualifications

• 1 year of experience in Financial Services.
• Strong knowledge of financial products like ISAs, SIPPs, and Pensions (preferred).
• Ambition to develop a career in financial services.
• Ability to manage workload efficiently.

Responsibilities

• Support Financial Planners in achieving client outcomes.
• Build and maintain client relationships.
• Prepare meeting packs and client records.
• Coordinate with operational teams on support activities.

Skills

Client service ethic

Verbal communication

Written communication

Organisational skills

Knowledge of financial products

Job description

A leading financial services firm is seeking an IFA Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners and maintaining strong client relationships. Ideal candidates will have at least one year of experience in Financial Services, a strong client service ethic, excellent communication skills, and a willingness to grow within the financial sector. The position offers a competitive salary and a hybrid working model, among other benefits.