Financial Planning Administrator
Leeds
£24,000 - £27,000
NJR now have an excellent opportunity for an ambitious IFA Administrator to join a highly successful and reputable Wealth Management firm based in Leeds City Centre
This is a genuinely exciting opportunity for an ambitious individual who is looking for a ’Career’ within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who has the ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the Practice.
Working as part of a busy and friendly team the successful candidate will be responsible for:
Providing administrative support for the Financial Advisers
Operate an efficient diary system
General document filing & scanning
Assist with answering the office telephone and greeting visitors to the office
Outbound calls to Providers to chase up information required from them
Dealing with Letters of Authority
What’s in it for you?
Competitive Salary
25 Days Holiday + Bank Holidays
Full Study Support
Early Finish on Fridays
Dress Down Fridays
Our Client will fully encourage those who are keen to progress, offering ongoing training and development for those wishing to advance with a career in Financial Planning.
We are looking for an enthusiastic individual that has previous experience working in financial planning and providing support to wealth managers
For further information please contact one of our specialist consultants quoting REF: NJR:1501
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