ifa admin support jobs in West Yorkshire

A leading financial services firm is seeking an IFA Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners and maintaining strong client relationships. Ideal candidates will have at least one year of experience in Financial Services, a strong client service ethic, excellent communication skills, and a...

A leading financial advisory firm in Huddersfield is seeking an IFA Administrator. The successful candidate will manage client queries regarding pensions and investments, prepare review packs, and maintain accurate client records. Ideal candidates will have excellent communication skills, experience in financial advice, and proficiency in IT tools like Word and Excel. This position requires a...

You will support product planning, trading and stock availability, working closely with Merchandising, Product, Design, Logistics and Warehousing teams to help meet customer demand and commercial targets. Key Responsibilities - Create product and bundle SKUs - Assign and manage barcodes

A forward-thinking medical practice in Bradford seeks a motivated Salaried GP to deliver high-quality patient-centred care. With manageable workloads and protected admin time, this role allows for professional development and special interest opportunities. Responsibilities include managing a varied clinical workload, consultations, and teamwork with a skilled multidisciplinary team. Join a...

A healthcare provider in Portsmouth is looking for a salaried GP for 4-8 sessions, offering competitive remuneration and a supportive primary care team. The role includes conducting appointments and regular educational sessions while engaging in chronic disease management. Ideal candidates will have relevant qualifications, excellent communication skills, and a commitment to patient care. This...

The Admin Office Support individual will be responsible for providing technical and administrative support to both customers and internal teams, ensuring efficient resolution of issues, processing of data, and contributing to the overall improvement of operational delivery within the manufacturing environment. Key Responsibilities - Handle inbound queries from customers and service partners,...

A flexible career opportunities provider in the UK seeks individuals for remote part-time data entry jobs. Candidates must have a minimum of high school graduation or equivalent, with preferred experience in clerical or administrative support. This position offers flexibility, allowing you to discover endless opportunities while working from home. Join us to start your journey in a role that...

A recruitment agency in Leeds is seeking an organised Administration & Business Support Officer to deliver high-quality administrative support to senior leaders. The ideal candidate will have strong organisational skills and proficiency in Microsoft Office. Responsibilities include supporting internal audits, managing documentation, and assisting with marketing activities. This role offers...

A UK Wealth Management Firm seeks an Investment Administrator to join their team in Manchester. The ideal candidate will have previous administration experience, especially in financial services, along with a strong understanding of FCA requirements and proficiency in Microsoft Office. Responsibilities include client onboarding, processing fund movements, and maintaining client documentation. The...

A wellness products supplier is seeking an Odoo Accounts & Customer Support Administrator to manage customer service and sales support inquiries. The ideal candidate will have a minimum of 2 years Odoo experience and a strong attention to detail. Responsibilities include processing orders within Odoo, managing invoices, and coordinating stock levels. This role is home-based but requires...

You will be responsible for managing breakdown calls, checking invoices, and updating service activity records. The ideal candidate will have strong administrative experience, be confident with Microsoft programmes, and possess excellent organisational skills. This role offers a full-time position with numerous benefits, including generous leave and funded training opportunities.

A leading international legal firm is seeking to fill a role focused on client relationship management, where the successful candidate will handle administrative tasks, manage correspondence, and support lawyers in their workflows. The ideal candidate will have experience in a legal environment, advanced knowledge of Microsoft Office, and excellent organizational skills. This position offers...

You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business.

⭐️ Senior IFA Administrator 📍 Manchester (Hybrid) 💰 Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and...

A leading independent wealth management firm in Leeds is seeking an IFA Administrator to provide comprehensive pre-and post-sales support. This role is pivotal for ensuring accurate processing of client documentation and high-quality client service. Candidates should possess excellent client service skills and thrive in a dynamic environment. This is a 12-month fixed-term contract offering...

A forward-thinking medical practice in Bradford seeks a motivated Salaried GP to deliver high-quality patient-centred care. The role includes managing consultations and varied clinical workloads while collaborating with a multidisciplinary team. This position promotes professional development and supports work-life balance, making it an ideal opportunity for those looking to advance their careers...

You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades.

⭐️ Senior IFA Administrator 📍 Manchester (Hybrid) 💰 Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and...

You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration. Specific...