Job Information

IFA Administrator - Leeds

An opportunity has arisen within a boutique IFA firm looking to expand due to the organic growth of their client base.

The ideal candidate will be as follows:

• At least 2 years’ experience supporting within an IFA firm (not a bank/provider)
• Provide administrative support to the financial advisors and paraplanner
• Gathering information and assist with fund research, reports and valuations
• Processing to competition new business across pensions, life and investments
• Use various systems such as Adviser Office (Avelo) and XPLAN to maintain accurate databases
• Prepare client portfolios prior to meetings
• The successful person will be self-motivated, organised and knowledgeable
• Qualifications are desirable however not essential : R01, CF1 or FPC1 would be an advantage



This company pride themselves on nurturing and progressing their staff, making this opportunity one of a kind. Due to the natural growth of this firm opportunities for promotion will arise rapidly.

A comprehensive package is on offer with this role starting at £18,000 up to £25,000 depending on experience. Full study support is offered up to Chartered status, as well as a company pension.

If interested and have relevant experience please apply within and one of our consultants will be in touch.