-
Technical Ifa Admin
1 week ago
Cranleigh Personnel Sheffield, United Kingdom**Technical IFA / Wealth Planning Administrator** · **Location: Sheffield** · **Salary: £25,000 - £35,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you love a varied role? · Or is your salary now not reflecting your IFA Administratio ...
-
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 ...
-
IFA Admin
1 week ago
Lime Search & Select Ltd Harrogate, North Yorkshire, United KingdomMy 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 li ...
-
IFA Admin
1 week ago
Lime People Search & Select Ltd Doncaster, South Yorkshire, United KingdomMy client is an Independant Financial Advisory firm based in Doncaster, providing client and businesses with Advice across Pensions, Investments, Retirment & Estate Planning. · We are urgently seeking 2/3 IFA Administrators, who will sit within the Administration fucntion and pr ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
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 ...
-
Ifa Administrator
2 weeks 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- ...
-
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 ...
-
Ifa Administrator
1 week ago
CB3 Associates Ltd Sheffield, United Kingdom**The Company**: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.An AIM-listed business with more than ...
-
Home Based Financial Advisor Sheffield
2 weeks ago
folio Advice Sheffield, United KingdomSheffield based firm of Financial Planners who have the expertise to offer a f investments and pension solutions for clients. · **From £30,000 + generous bonus structure which will reward success.** · Require experienced Home based financial adviser to provide advice and support ...
-
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 ...
-
Ifa Administrator
1 week ago
CB3 Associates Ltd Sheffield, 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 routes and support to personal develop, shor ...
-
Financial Planner
21 hours ago
Ortus PSR Sheffield, United KingdomJoin a trailblazing wealth management firm that's expanding rapidly We're seeking dynamic and client-centric financial advisers to join their team and make a real impact. Whether you prefer to work as a self-employed professional or as part of our employed team, This national IFA ...
-
Paraplanner
12 hours ago
Burgh Recruitment Limited Leeds, United KingdomParaplanner · Location - Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may have recently st ...
-
Paraplanner
5 hours ago
Burgh Recruitment Ltd (Financial Services) Leeds, United Kingdom Permanent· Paraplanner · Location - Leeds (West Park) LS16 · Salary - £23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may have recentl ...
IFA Admin - Leeds, United Kingdom - Lime Search & Select Ltd
Description
My 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 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 with regards to AML (Anti-money Laundering) requirements, and 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 firm, who has a desire to build a career in the longer-term within Financial Advice and Financial Planning.
It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning, although this would not be needed if the potential candidate has the right experience.
Please include why you would like to be considered for this Apprenticeship