An Independent Financial Advisory Firm in Leeds is seeking an experienced Investment / IFA Administrator. You will be responsible for supporting Directors and Advisors, processing new business applications, managing compliance with AML regulations, and enhancing client interactions. The ideal candidate has over 5 years of experience in IFA Administration, with knowledge of investments, pensions, and personal tax. This role offers a dynamic work environment dedicated to financial planning and wealth management.
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West Yorkshire
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that…
West Yorkshire
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently…
Cambridgeshire
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently…
Derbyshire
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently…
City of Belfast
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently…
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