IFA Administrator - Leeds

An established and growing financial planning firm in Leeds is looking to appoint an experienced IFA Administrator. · ResponsibilitiesSupporting Financial Planners and Paraplanners with day-to-day administrationClient onboarding, including AML checks, ID verification, and sanctio ...

We are seeking ambitious individuals to join our Financial Planning team in Leeds. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive client experience. · Working closely with the a ...

+We are seeking a talented individual to join our Financial Planning team in Leeds. · +Competitive salary · Private medical insurance · Life assurance · Pension contribution · Hybrid working model (role dependant) · Generous holiday package · Option to purchase additional holiday ...

What will you be doing? · We're seeking a talented individual to join our Financial Planning team in Leeds. · ...

We are seeking a highly organised and detail-oriented Administrator to join our professional team. · The successful candidate will play a vital role in supporting daily operations, managing documentation, and ensuring effective communication across departments.Prepare reports and ...

This is a preferably full-time IFA Administrator role based in Ackworth near Pontefract. The IFA Administrator will provide administrative support to financial advisers, · manage client documentation and correspondence, · process financial applications, · maintain client records, ...

We're looking for an experienced IFA Administrator to join our Birmingham office. · This is a fantastic opportunity to work with a lovely supportive team in a company that truly values its people. · ...

This is a preferably full-time on-site IFA Administrator role based in Ackworth near Pontefract providing administrative support to financial advisers managing client documentation and correspondence processing financial applications maintaining client records and ensuring compli ...

Wealth management expertise combines financial planning for business owners and individuals. An exciting new role has arisen for an IFA administrator to join their team. The company offers a supportive and collaborative working environment. · Completing New Business applications ...

We are looking for a proactive and detail-oriented Client Services Administrator to join a growing financial advice firm. · ...

We are seeking a highly organised and detail-oriented Administrator to join our professional team. · The successful candidate will play a vital role in supporting daily operations, managing documentation, · and ensuring effective communication across departments. ...

We are seeking an IFA Client Support/Administrator to join our team in Leeds. As a key member of our administration team, you will provide exceptional customer service and administrative support to our clients · You'll have a strong background in dealing with clients and a passio ...

You'll have a strong background in dealing with clients and a passion for helping them work towards a secure financial future. · ...

We are seeking Lecturers to contribute to teaching across undergraduate levels on the BA (Hons) Accounting & Finance programme.Plan, deliver, and assess teaching to ensure learning outcomes are met · Develop and update course materials in line with curriculum standards · Use a ra ...

We are seeking Lecturers to contribute to teaching across undergraduate levels on the BA (Hons) Accounting & Finance programme. The role involves delivering teaching during weekdays, evenings and weekends. · ...

We are hiring for one of our clients who is seeking Lecturers to teach across undergraduate levels on the BA (Hons) Accounting & Finance programme. · This role requires flexibility to teach during weekdays, evenings, and weekends.Your expertise in Accounting and Finance will play ...

We are hiring for one of our clients who is seeking Lecturers to teach across undergraduate levels on the BA (Hons) Accounting & Finance programme. This role requires flexibility to teach during weekdays evenings and weekends. · Planning delivering and assessing teaching sessions ...

We don't just crunch numbers—we help people design the lives they've always dreamed of. · We believe work should be rewarding, challenging, and yes—fun. ...

We are looking for a motivated Junior Paraplanner to support two Independent Financial Advisers. · ...

This is an excellent opportunity for a junior developer who enjoys solving real business problems, learning how a financial services operation works end-to-end, and then automating and improving it. · ...