Job Details

IFA Administrator - Leeds City Centre

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Leeds

Salary: £18,000-£22,000

Job Ref.: SL:MDLDS

Job Information

A boutique specialist IFA practice in Leeds City Centre are looking to add an experienced Sales Support administrator to assist their Financial Advisors.

This is a role within a holistic Financial Planning firm who have a fantastic reputation and are long established. Due to growth within their business they are looking for an experienced candidate from a similar background to assist their paraplanning team in supporting their IFAs.

The ideal candidate will be as follows:

• Experienced in administering all manner of Financial Planning products across pensions, protection, life and investments with some exposure or understanding of mortgages and tax
• Have completed some examinations towards becoming DipFA qualified or FPC qualified, for example RO1 or FPC1
• Be organised, able to take initiative and manage their own workload, whilst working within a team environment
• Experienced in processing new business, have exposure to suitability reports, valuations and fund research.

As such this position will offer a salary of £18,000-£22,000 with a full host of highly competitive benefits.

It is also an opportunity to join a leading business within the Yorkshire region which will enhance future career prospects.

This company is also known for progressing it's staff and providing them with study support in order to reach the next level in their career.

If you fit the above specification and have the relevant experience only please apply either within or on our website.