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Administrator - Financial Services

Posted 6 days ago by Huntress Ended

Are you experienced within Financial Services sector and are looking to move to an environment that will continue to use your skill set but within a small and very friendly IFA practice where teamwork is at the forefront of everything they do? Please read on.

Our client are looking for a Financial Services Administrator to join their team based in North Leeds. Being a team player is a must and the company has a real family feel to it. They also offer an annual bonus and free parking as well as private healthcare.

The role is a full time position with a 4pm finish on a Friday. The salary on offer is dependant on experience but will be within the low to mid 20's.

Duties will include processing all paperwork , speaking to clients on the telephone and via email, online research to gather information, extensive use of Word and Excel as well as IFA systems and the ability to multi task.

The team all get on really well and value an excellent sense of humour. If you have experience of working with pension schemes and suitability reports then please apply today.

Huntress does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Huntress acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Required skills

  • IFA
  • pensions
  • transfers

Reference: 33705087

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