More jobs:
Snr IFA Administrator
Job in
Leeds, West Yorkshire, LS1 8, England, UK
Listed on 2026-06-30
Listing for:
Reward Recruitment
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
(Snr) IFA Administrator
Leeds
£30,000 to £38,000 plus benefits and bonus
Our client is an expanding Wealth Management Practice who specialise in provide a high-quality service to new and existing high net-worth private clients. They currently have opportunities available for either experienced or new to the industry IFA Administrators. Duties will include:
- Liaising with policy providers.
- Updating and maintaining client records.
- Processing new business applications.
- Fund switches.
- income and withdrawal requests and monitoring the process through to completion.
- Providing dedicated support to one or more Financial Planner(s).
- Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
- Any other duties as may reasonably be required by your Line Manager/Director.
For further information please send your CV to Stuart at Reward Recruitment or contact him directly.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×