Wealth Admin & Client Service Specialist
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-15
Listing for:
Ascot Lloyd group
Full Time, Contract
position Listed on 2026-01-15
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
A leading independent wealth management firm is seeking an IFA Administrator in Leeds. This full-time position focuses on providing essential pre- and post-sales support, ensuring accurate processing of client documentation, and delivering high-quality client service. The role offers a unique opportunity to engage in a dynamic environment. Ideal candidates should possess experience in wealth management, strong organizational skills, and the ability to effectively communicate with clients.
This is a 12-month fixed-term contract.
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