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BWD Search & Selection
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An expanding and independent financial advisory business are seeking an experienced administrator to support one of the businesses most experienced planners. Working within a combination of office and home base you provide support for both pre and post client appointment work and be a comfortable using back office systems and managing your time eff
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Job Source: C&B RecruitmentHeat Recruitment
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Job Source: Heat RecruitmentHeat Recruitment
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Job Description Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: The Inv
Job Source: Heat RecruitmentHeat Recruitment Ltd
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Investment Management Assistant - Great Leeds Area Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: • The Investment Admin
Job Source: Heat Recruitment LtdLeeds
Senior IFA Administrator
£25,000 to £28,000 salary
We are looking for a Senior IFA Administrator to join a Financial Services firm in the Leeds area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided.
As a Senior IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team.
Core tasks
Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
Set up client file and ensure any relevant checklist is completed accurately.
Preparing New Client meeting packs
Issuing Engagement Letters.
Upload documentation to back office system
Produce valuations
Prepare New Business packs for presentation meeting, including illustrations.
Servicing existing & new business queries.
Maintain effective communications with the client.
Oversee administration and processing to completion.
Issue policy documents and confirmation letter.
Make appointments as required.
In return you will be offered a salary of £25,000 to £28,000, generous benefits package and bonus structure.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Financial Services Administrator - Leeds jobs in Leeds
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