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IFA Admin
1 week ago
CF30 Consulting (Independent Recruitment Consultancy) Huddersfield, West Yorkshire, United KingdomOur client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices. · The successful candidate will act as the point of contact for client queries with regards to pensions and investme ...
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IFA Admin
1 week ago
Lime Search & Select Ltd Leeds, United KingdomMy client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs, they are a partner practice of SJP based in Central Leeds. · Specifically you will process and mon ...
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Investment Administrator
5 days ago
BWD Search & Selection Leeds, United KingdomIf you're an Investment Administrator or have experience working in an IFA or Investment Admin experience and are looking for the next step up, then look no further. · This fantastic growing reputable IFA firm who are looking for an Investment Administrator to join their Leeds of ...
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Finance Administrator
1 week ago
CLD Recruitment Leeds, United Kingdom Full timeIFA Administrator · Leeds · Salary up to £28,000 DOE · My client a leading Wealth Management company based in Leeds seeks an experienced IFA administrator to work in a small but busy team providing admin support to the advisers. · Must have experience working in Wealth Manageme ...
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Ifa Administrator
4 days ago
Idex Leeds, United KingdomIDEX Consulting have multiple new opportunities for IFA Administrators to join a national brand who are currently expanding. · The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays and pension ...
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Ifa Administrator
1 week ago
CB3 Associates Ltd Horbury, United Kingdom**The Company**:A directly authorised IFA firm based in Wakefield who are looking to recruit an Adviser Support head into their IFA administration team. Heading into a team of 18 staff across two distinct areas of the firm's adviser supportstructure, this is a highly developmenta ...
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Ifa Administrator
1 week ago
CB3 Associates Ltd Wakefield, United Kingdom**The Company**:Directly authorised IFA firm looking to recruit a Financial Planning Administrator into their adviser support team. Rapidly growing business with expansion plans for the group as we head into 2023, offering progression routesand support to personal develop, short- ...
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Ifa Administrator
4 days ago
Barber McLelland Ltd Barnsley, United Kingdom**IFA Administrator - Professional Service Firm (Full or Part Time)** · **The Role** · Barber McLelland is working as recruitment partners on behalf of a leading professional service business based in Barnsley who are looking to appoint an experienced IFA Administrator. · **Dutie ...
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Plot Progressor
1 week ago
Harron Homes Leeds, United KingdomThere are many people involved in the housebuilding process all working together to ensure the continued success of Harron Homes. · **Key Duties / Responsibilities** · - To provide support to the Sales Executives with progress of New Build Sales from Reservation to Legal Completi ...
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Trainee Financial Adviser
1 week ago
Clarity Wealth Limited Leeds, United KingdomThis is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in t ...
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Plot Progressor
1 week ago
Harte Consulting Leeds, United KingdomHarte Consulting has a superb opportunity for a Plot Progressor to join a leading Yorkshire Developer who are experts in their field of designing, building, and selling New Homes across the region. · With a strong and healthy pipeline, this Plot Progressor role will suit someone ...
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Ifa - Yorkshire
1 week ago
Idex West Yorkshire, United KingdomMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. · In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategie ...
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Wealth Manager – Leeds Area
1 week ago
HSBC Leeds, United Kingdom Permanent - temps pleinSome careers shine brighter than others. · If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, supp ...
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Administrator
1 week ago
SI Recruitment York, United KingdomWe are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts ta ...
IFA Admin - Harrogate, North Yorkshire, United Kingdom - Lime Search & Select Ltd
Description
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others.
You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths.It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Please include why you would like to be considered for this Apprenticeship