Senior IFA Administrator – Leeds (Back-Office Specialist)

Capio Recruitment is assisting a Leeds-based independent financial planning firm in recruiting a Senior IFA Administrator. You will provide administrative and back-office support to advisers and clients, ensuring accuracy, compliance and timely delivery.

Responsibilities include onboarding, processing new business, client servicing, liaising with product providers and maintaining KYC records, while upholding high service standards.

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