IFA Administrator

Heat Recruitment; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established Financial Services Practice in Leeds seeks a Financial Planning Administrator to offer technical and analytical support to their Financial Planners. This role allows for personalized career development and progression within a supportive team. The firm values flexibility and encourages professional growth through various support options.

Benefits

23 days holiday

4x Death in Service Benefit

Employer Pension Contributions

Flexible working

Financial support for further professional development

Qualifications

• Experience in financial services or planning support preferred.
• Skills in administration and analytics are essential.

Responsibilities

• Provide high-quality technical administration and analytical support.
• Work closely with Financial Planners in a supportive team environment.

Skills

Technical administration

Analytical support

Job description

Location: Leeds

Salary: £25,000 - £35,000

Type: Permanent

Workplace: On-Site

Ref: 88162

Recruiter Managing This Role

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice that provides a highly personalized financial planning and investment management service.

The Opportunity

During a period of growth, our client is looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. The firm offers flexibility to tailor the role to match each candidate's specific skillset, allowing for a personalized career development path. You will work in a supportive team environment where progression is strongly encouraged.

What's on offer?

• 23 days holiday
• 4x Death in Service Benefit
• Employer Pension Contributions
• Flexible working
• Financial support for further professional development and study

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. We aim to understand your skills and motivations and may recommend other relevant opportunities that match your profile.

Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new career.

Synonyms include: Client Services Administrator, Sales Support, Business Support, Associate, IFA Admin, Wealth Management, Financial Planning, Financial Services, Paraplanner, Client Support.