Ifa Administrator - Leeds, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are a working with a leading financial advisory and wealth management firm in Leeds, who are currently seeking an experienced IFA Administrator to join the team.

In this role, you will be responsible for providing administrative support to the Advisors, ensuring that all client needs are met efficiently and effectively.

If you're looking for an opportunity to grow and develop your career in Financial Services with a rapidly growing firm then this could be the role for you

Key responsibilities will include

Preparing client files.
Maintaining accurate client records.
Liaising with product providers and clients.

In return, a competitive salary and benefits package, (£25,000 - £30,000 depending on experience) as well as the opportunity to work in a fast-paced, dynamic environment with a highly respected team of professionals.