Ifa Administrator - Leeds, United Kingdom - Reward Recruitment

Reward Recruitment
Reward Recruitment
Verified Company
Leeds, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

IFA Administrator

Leeds


We are currently recruiting on behalf of an established Wealth Management practice, who have a brilliant Financial Planning Administrator opportunity, to join an established IFA team who provide a personal, independent and bespoke wealth management serviceto high-net-worth clients.

The firm has a fantastic reputation and offers exceptional support for career progression.


Responsibilities:


  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:

In order to be considered for this opportunity, you need to have:

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
For further information please send your CV directly or contact Stuart on
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