Careers

Job Description: IFA Administrator

We are Clarity Wealth Limited, a dynamic independent financial advisory firm passionate about helping our clients achieve their financial goals. With a close-knit, friendly team environment, we provide support and opportunities for both professional growth and personal development.

Our team is expanding and we are looking for an experienced IFA Administrator to join our Horsforth office, soon relocating to Roundhay. You will work closely with financial advisors and paraplanners to deliver personalised financial solutions, provide excellent client service and assist in the entire client journey—from initial consultations to business execution.

About the Role:

As an IFA Administrator, you will be pivotal in supporting our financial advisors and paraplanners, delivering bespoke financial solutions and outstanding client service. Responsibilities include:

• Provide comprehensive administrative support to IFA(s).
• Manage client relationships, including scheduling appointments and handling inquiries.
• Process new business applications and maintain client records.
• Prepare and submit regulatory paperwork.
• Coordinate with product providers and other third parties.
• Assist with research and analysis of financial products.
• Ensure compliance with industry regulations and company policies.
• Maintain a professional and organized work environment.
• Strong communication and interpersonal skills.
• Excellent attention to detail and accuracy.
• Proficient in Microsoft Office Suite.

Desirable:

• Experience with back-office systems like Intelligent Office, FE Analytics and Defaqto.
• Minimum of 1 years of relevant experience.
• Strong technical understanding of financial products, investment strategies and personal taxation.
• Proficiency in financial report writing and market product research.
• Ability to work both independently and within a fast-paced environment.
• Working towards your level 4 Diploma for financial advice.

Why Choose Clarity Wealth Limited?

We offer a starting minimum salary of £25,000, with the actual salary offered being negotiable based on experience and qualifications. Other benefits include:

• Yearly bonus.
• Enhanced holiday entitlement, including birthdays off.
• Pension plan and life insurance.
• Professional development opportunities (e.g., training, conferences).
• Regular company social events.
• On-site parking at our new office in Roundhay.

No recruitment agencies, please.

If you’re ready to take the next step in your career and join a company that values your growth, apply now with your CV and covering letter.

Job Type: Full-time, Permanent
Salary: £25,000 to £35,000 depending on experience
Schedule: Monday to Friday

Job Description: Graduate Trainee

We are Clarity Wealth Limited, a dynamic independent financial advisory firm passionate about helping our clients achieve their financial goals. With a close-knit, friendly team environment, we provide support and opportunities for both professional growth and personal development.

As a Graduate Financial Planner at Clarity Wealth Limited, you will embark on a structured development programme designed to transition you into either a fully qualified and Chartered Financial Planner or a Paraplanner, depending on your suitability and preferences. This program offers a unique opportunity to learn the industry from the inside while providing comprehensive administrative support, managing client relationships, and assisting with research and compliance.

Key Responsibilities:

• Provide comprehensive administrative support to IFA(s) (Independent Financial Advisers).
• Manage client relationships, including scheduling appointments and handling inquiries.
• Process new business applications and maintain accurate client records.
• Prepare and submit regulatory paperwork.
• Coordinate with product providers and third-party organizations.
• Assist with research and analysis of financial products to support recommendations.
• Ensure compliance with industry regulations and company policies.
• Maintain a professional, organized, and efficient work environment.

Career Development Options:

• Financial Planner: Progress through professional qualifications, eventually becoming a fully qualified and Chartered Financial Planner.
• Paraplanner: For those more suited to behind-the-scenes research and report creation, the program offers a tailored path to becoming a professional Paraplanner.

Requirements:

• Recently graduated (2:1 or higher ) in finance, economics, or a related field.
• Strong interest in financial planning and wealth management.

Skills Required:

• Strong communication and interpersonal skills.
• Excellent attention to detail and accuracy.
• Willingness to work in an office environnment to ensure a cooperative learning environment
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
• IT proficient with ability to adapt and use multiple types of software
• Ability to maintain professionalism and organization in a dynamic environment.

Why Choose Clarity Wealth Limited?

We offer a starting salary of £25,000, with the actual salary offered being negotiable based on experience and qualifications. Other benefits include:

• Yearly bonus.
• Enhanced holiday entitlement, including birthdays off.
• Pension plan and life insurance.
• Professional development opportunities (e.g., training, conferences).
• Regular company social events.
• On-site parking at our new office in Roundhay.

No recruitment agencies, please.

If you’re ready to take the next step in your career and join a company that values your growth, apply now with your CV and covering letter.

Job Type: Full-time, Permanent
Salary: £25,000 to £27,000
Schedule: Monday to Friday