Position details
PRIVATE CLIENT ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leeds
£26000 - £28000 04/09/2026
NJR16963
£26000 - £28000 04/09/2026
NJR16963
DESCRIPTION
IFA ADMINISTRATOR
LEEDS
Our client is one of the country\'s leading IFA firms offering high calibre Financial Advice across a range of pensions, investments, estate planning, and general wealth management from offices throughout the UK
Due to expansion, our client has an opening for a Private Client Administrator to join their growing and established office in Central Leeds.
The successful candidate will be responsible for providing support for a small team of financial advisers, each dealing with a bank of approximately 120 Clients. This will be a varied and interesting role in which you will be responsible for;
Produce and collate all the relevant pre-meeting paperwork for the client, on behalf of the Adviser, including, portfolio valuations, application forms and numerous regulatory documents
Prepare and process all new business applications and documentation right through to completion
Daily use of using Intelligent Office, and the various Product Provider platforms
Ensure all fees in relation to business processing are produced and chased as required
Carry out anti -money laundering (AML) checks
Deal with queries from Advisers or colleagues
Deal with written and telephone enquiries from clients and product providers
Prepare correspondence for the Advisers
What\'s in it for you?
25 days plus Bank Holidays (this increases with service and you can also buy extra days)
An extra day off on your birthday
Participation in the Company\'s Flexible Benefits Scheme
Death in Service - 4 x basic salary
Contributary Pension Scheme
Training and Professional qualification support
Opportunities for career progression
Flexible Benefits Scheme include :
Bupa Private Medical insurance
Life Insurance
Will Writing
Cycle To Work Scheme
Denplan Dental Insurance
Critical Illness Cover
Health Screening
RAC Breakdown cover
Candidates applying for the role should come from an IFA Admin or a Product Provider background. A good understanding and basic knowledge of Products such as Pensions & Investments is required. Career development is on offer and those who are keen to undertake the CII examinations will be fully encouraged and supported.
For more information apply today or contact NJR Recruitment quoting NJR16963
LEEDS
Our client is one of the country\'s leading IFA firms offering high calibre Financial Advice across a range of pensions, investments, estate planning, and general wealth management from offices throughout the UK
Due to expansion, our client has an opening for a Private Client Administrator to join their growing and established office in Central Leeds.
The successful candidate will be responsible for providing support for a small team of financial advisers, each dealing with a bank of approximately 120 Clients. This will be a varied and interesting role in which you will be responsible for;
Produce and collate all the relevant pre-meeting paperwork for the client, on behalf of the Adviser, including, portfolio valuations, application forms and numerous regulatory documents
Prepare and process all new business applications and documentation right through to completion
Daily use of using Intelligent Office, and the various Product Provider platforms
Ensure all fees in relation to business processing are produced and chased as required
Carry out anti -money laundering (AML) checks
Deal with queries from Advisers or colleagues
Deal with written and telephone enquiries from clients and product providers
Prepare correspondence for the Advisers
What\'s in it for you?
25 days plus Bank Holidays (this increases with service and you can also buy extra days)
An extra day off on your birthday
Participation in the Company\'s Flexible Benefits Scheme
Death in Service - 4 x basic salary
Contributary Pension Scheme
Training and Professional qualification support
Opportunities for career progression
Flexible Benefits Scheme include :
Bupa Private Medical insurance
Life Insurance
Will Writing
Cycle To Work Scheme
Denplan Dental Insurance
Critical Illness Cover
Health Screening
RAC Breakdown cover
Candidates applying for the role should come from an IFA Admin or a Product Provider background. A good understanding and basic knowledge of Products such as Pensions & Investments is required. Career development is on offer and those who are keen to undertake the CII examinations will be fully encouraged and supported.
For more information apply today or contact NJR Recruitment quoting NJR16963
Apply Now
