UA-185291695-1 Client Support, Jobs

Client Support

IFA Administrator - Leeds, Yorkshire and the Humber

Ref: 15Tuesday 5 October 2021

£23,000 - £30,000

An established national IFA firm in Leeds is seeking an experienced IFA Administrator to support their team of Financial Advisers. This is a Client Support role where you will be the first point of contact for enquiries, The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client-focused and can achieve its strategic goals.

The Opportunity

This is a fantastic chance to join a national firm that can offer you a team environment and a chance to build on your existing experience. You will be working with a team of experienced administrators and paraplanners whilst supporting the firm’s Financial Advisers. Progression and study is highly supported by the Firm.

What’s needed for me to be considered?

Previous experience working within a similar fast-paced financial services environment

Currently working towards Financial services qualifications desirable

Excellent communication, both written and verbal, and attention to detail is essential to succeed

Job Synonyms: IFA administrator, sales support administrator, financial planning support, adviser support, client administrator, customer services