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IFA Admin Specialist - Wealth Planning & Client Services

evelyn Partners, Leeds

IFA Admin Specialist - Wealth Planning & Client Services

Salary not available. View on company website.

evelyn Partners, Leeds

  • Full time
  • Permanent
  • Onsite working

Posted today, 31 Aug | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

Job ref: 2d2bc41b92b94873b6652dcf197eb88b

Location ref: Leeds

Full Job Description

IFA Admin Specialist - Wealth Planning & Client Services


Location: Leeds


Country: GB


Company: Evelyn Partners


Posted Date: 2026-08-11


Application Deadline: 2026-09-10


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

  • A willingness to grow within the financial sector


The position offers a competitive salary and a hybrid working model, among other benefits.


#s1-Gen

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 willingness to grow within the financial sector. The position offers a competitive salary and a hybrid working model, among other benefits.
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Direct job link

https://www.jobs24.co.uk/job/ifa-admin-specialist-wealth-planning-client-services-127313569
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