Senior IFA Adminisatrator

TN United Kingdom; Leeds; On-site; GBP 35,000 - 45,000; Full time

Job summary

An exciting opportunity awaits for a Senior IFA Administrator to join a respected Independent Financial Adviser practice in Leeds. This role involves providing exceptional support to paraplanners and financial advisors, ensuring a personalized service for high-net-worth clients. The firm values understanding client objectives and going the extra mile. With flexible working arrangements and a focus on professional growth, this position is ideal for those looking to thrive in a dynamic environment. If you have a passion for client service and experience in IFA practices, this could be the perfect fit for you.

Qualifications

• Experience in IFA practices is preferred.
• Comfortable in a client-facing role.

Responsibilities

• Provide assistance to paraplanners and financial advisors.
• Work within a highly qualified team.

Skills

Client-facing experience

Good product knowledge

Experience with HNW clients

Experience with Intelligent Office

Job description

Location

Leeds

Salary: £35,000 - £45,000

Type: Permanent

Workplace: On-Site

Ref: 87562

Recruiter Managing This Role

This is an opportunity for a Senior IFA Administrator to join a modern, professional, and respected Independent Financial Adviser practice. The firm's client relationships are based around understanding their clients' future objectives and going the extra mile to provide a personalised service.

The Opportunity

A fantastic opportunity has been created for an administrator to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firm's paraplanners and financial advisors.

The ideal candidate will have experience working closely with HNW clients and be comfortable in a client-facing role. The firm offers flexible and part-time working arrangements for their employees.

What’s needed for me to be considered?

• Previous experience within IFA practices is preferred
• Good product knowledge
• Experience being client-facing
• Experience with Intelligent Office is desirable

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 prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.