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Ifa Administrator - Leeds, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD

Verified Company

Leeds, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a very successful and chartered financial planning firm in Leeds are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis.

This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms in the region.

Our client offers fantastic career progression inclusive of their own, inhouse adviser academy.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include
:Full job spec is available on request

To provide support to Paraplanners & Financial Planners
To be the first point of contact for clients
Ensuring that financial transactions are completed correctly & compliantly
Preparing for client review meetings
Acquiring client portfolio valuations
Assisting management to implement system/ procedure improvements across the team
Assisting with and preparing for team meetings

- c 2 years + IFA/ financial planning administration experience (
essential)