Senior IFA Admin

Recruit UK is currently offering an outstanding opportunity for a Senior IFA Admin to join a progressive and expanding firm based in Leeds.

This national financial planning and wealth management company maintains a local office atmosphere while spanning multiple locations across the UK. They specialise in offering independent advice to individuals, corporates, and trustees on various financial aspects like pensions, retirement planning, inheritance tax planning, and investments.

The ideal candidate will collaborate closely with Financial Advisers, playing an integral part in supporting the financial planning process by managing the new business pipeline, handling client interactions, and excelling in delivering exceptional client service. This role is suitable for experience administrators with direct experience supporting Financial Advisers and the Financial Planning process.

What's offered:

• Competitive salary range up to £30k (negotiable dependent on experience)

• Opportunities for career advancement and study support

• Excellent benefits package covering your physical, emotional, and financial wellbeing.

Skills and qualifications required:

• 2+ years of Financial Planning Admin experience (ideally independent background)

Job Title:Senior IFA Admin

REF: 8807

Location: Leeds

Salary: up to £30k

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established UK Financial Advice firm in Leeds on a Senior IFA Admin role.

Our commitment to you:

• Start every journey with a conversation to find out about you in depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

• Take a holistic mindfulness approach - career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.