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IFA Administrator - Financial Planning Assistant

Posted 4 January by MB Fitzgerald Ended

A fantastic opportunity for an experienced Financial Planning Administrator to join a well respected firm of IFA's based in the centre of Leeds.

This organisation is highly regarded by industry professionals and is known for providing an exceptional level of service to their clients. Because of this we are looking for somebody who shares the same values, always putting the client first.

Immediately you'll enjoy a competitive package (i.e. the basic is between £24,000 and £32,000 per annum and they have an excellent benefits package), a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice as opposed to a product provider is essential for this role. You should be a skilled Administrator 'ready to hit the ground running.'

Ideally, you'll have at least 2 years experience as an Administrator within an Independent Financial Advisory or Wealth Management firm, have used Adviser Office (or similar) before, at least part CF qualified or equivalent qualifications & able to work within one of the UKs leading IFA practices.

Reference: 34141217

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