IFA Administrator: Wealth Planning Support Pro

Lime People Search & Select Ltd; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

An Independent Financial Advisory Firm in Leeds is seeking an experienced Investment / IFA Administrator. You will be responsible for supporting Directors and Advisors, processing new business applications, managing compliance with AML regulations, and enhancing client interactions. The ideal candidate has over 5 years of experience in IFA Administration, with knowledge of investments, pensions, and personal tax. This role offers a dynamic work environment dedicated to financial planning and wealth management.

Qualifications

• 5+ years experience in an Administrative role within a Financial Advisory firm.
• Understanding of investments, pensions, and personal tax is advantageous.
• Experience with AML compliance and client interaction.

Responsibilities

• Support Directors and Advisors in day-to-day administrative tasks.
• Process and monitor new business applications for clients.
• Maintain a diary system for case updates and compliance.

Skills

Experience in IFA Administration

Knowledge of investments

Client communication skills

Job description

An Independent Financial Advisory Firm in Leeds is seeking an experienced Investment / IFA Administrator. You will be responsible for supporting Directors and Advisors, processing new business applications, managing compliance with AML regulations, and enhancing client interactions. The ideal candidate has over 5 years of experience in IFA Administration, with knowledge of investments, pensions, and personal tax. This role offers a dynamic work environment dedicated to financial planning and wealth management.