Senior IFA Administrator

Reward Recruitment
12 Jan 2018
20 Feb 2018
Contract Type
Full Time

Senior IFA Administrator

Leeds City Centre

£28,000 to £32,000, plus benefits and paid overtime!!!

My client is an established Financial Planning Practice. As a new member of the team, you will be responsible for providing high quality support to the team and the Managing Director of the business, supporting and maintaining relationships with clients.


  • Enjoy the opportunity to manage the day to day administration and diary of a busy IFA
  • Provide high quality administration and analytical support to the MD and clients
  • Process new business from start to finish from arranging the initial meeting with the adviser, to placing on the system and creating client packs
  • Pull together valuation reports and assist with annual file reviews, create basic suitability reports to be FCA compliant
  • Assist with ad-hoc administration such as post, filing, scanning and answering basic and general enquiries
  • Ensuring all meeting follow-up work is completed within company timescales

In order to be considered for the role you must;

  • Have experience of working within an IFA or Wealth Management practice.
  • Progression with industry related qualifications
  • Confident and competent communication skills, both verbal and written
  • A strong knowledge of pensions, life & protection and investments, through your career history
  • This opportunity will involve paraplanning duties for the right candidate.

How to Apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him directly for a discreet and confidential chat.