IFA Client Administrator

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in Leeds.  This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. 

It would be advantageous to have some exposure to Personal Injury/Court of Protection client work,  as this will be your primary specialism, (so an interest in the field is a must!).  Additionally, a good knowledge of trusts would  also be an advantage.  You will need to have supported a Financial Planner before and processing new business is an essential part of the role. 

Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hyb...