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Financial Services Administrator
- Leeds, West Yorkshire
- £20,000 - £25,000 per annum
- 19 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21164336
-
Duration: Permanent
Financial Services Administrator
North Leeds
£20,000 - £25,000 basic plus bonus and benefits package
An established, growing and successful Independent Financial Advisor firm in North Leeds are looking to recruit a Financial Services Administrator to undertake a new job within their support team.
The individual will be ultimately responsible for the client management and administrative affairs of a portfolio of key high net worth Private Wealth clients for the business. You will have come from a financial services background and be experienced across a broad range of products, predominantly investments and pensions. If you have additional industry qualifications such FPC or CF (or equivalent) that would be a benefit.
Alongside the FS specific responsibilities you will also be required to assist within PR and marketing events and campaigns. These campaigns will be developed by the Director team but you will be expected to manage these competently and professional. To do so you must be very well organised, have excellent I.T skills, be confident in dealing with clients and colleagues and be comfortable managing your own time and workload.
In return you will receive an extremely competitive basic salary (depending on experience and qualifications) and also a performance related bonus and additional benefits package. There is full support in attaining new qualifications and you will get exposure to a diverse range of genuinely high net worth business and clients.
To apply for this unique opportunity or to discuss this in further detail please forward your up to date CV or contact David Elders in the Leeds office of Search Consultancy.
North Leeds
£20,000 - £25,000 basic plus bonus and benefits package
An established, growing and successful Independent Financial Advisor firm in North Leeds are looking to recruit a Financial Services Administrator to undertake a new job within their support team.
The individual will be ultimately responsible for the client management and administrative affairs of a portfolio of key high net worth Private Wealth clients for the business. You will have come from a financial services background and be experienced across a broad range of products, predominantly investments and pensions. If you have additional industry qualifications such FPC or CF (or equivalent) that would be a benefit.
Alongside the FS specific responsibilities you will also be required to assist within PR and marketing events and campaigns. These campaigns will be developed by the Director team but you will be expected to manage these competently and professional. To do so you must be very well organised, have excellent I.T skills, be confident in dealing with clients and colleagues and be comfortable managing your own time and workload.
In return you will receive an extremely competitive basic salary (depending on experience and qualifications) and also a performance related bonus and additional benefits package. There is full support in attaining new qualifications and you will get exposure to a diverse range of genuinely high net worth business and clients.
To apply for this unique opportunity or to discuss this in further detail please forward your up to date CV or contact David Elders in the Leeds office of Search Consultancy.
