IFA Administrator

Job Description

Company:

Based in Huddersfield, this family owned and Chartered IFA practice has been providing bespoke advice to private and corporate clients across Yorkshire for over 30 years.

Position:

Due to business growth, this practice would like to welcome an experienced IFA Administrator to the team to support several Chartered IFA’s with full sales support for new and existing clients.

As a family-owned practice, this IFA encourages professional development and is in a position to offer structured training and tailored progression to suit your career ambitions, with a view to a long and successful career with the practice.


What’s on offer:

  • Highly supportive, family feel team environment
  • Structured career progression into Junior Paraplanning or Senior Administration
  • Full exam support towards industry qualifications

Requested experience:

  • Previous administration experience within an IFA or Wealth Management environment
  • Experience providing administration support to Financial Advisers
  • Progression towards level 4 diploma (advantageous but not essential)