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Accounting & Finance Financial Consultant

IFA Administrator: Wealth Planning Support Pro

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Lime People Search & Select Ltd
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
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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