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Financial Services Administrator Leeds

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £18000 - £25000 per annum, Benefits: PENSION, HOLIDAYS, BONUS POTENTIAL

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Services Support Administrator Leeds - Salary up to £25,000 dependent upon experience
Excellent Benefits including FLEXI TIME

Are you a Financial Services Administrator looking to expand your skill set into Paraplanning?

Would you like to work within plush and modern offices in the centre of Leeds?

Are you wanting to work for a firm who can offer a true career path, and examination support?

BWD are delighted to be working in partnership with a Leeds based IFA firm, who are looking to expand their current admin support team, due to an influx of business.
The practice are a Financial Services company, who specialise in providing Pension and Investment advice to their clients, as well as a whole variety of other interesting products.
This is a job that can start immediately for the right person.

The main purpose of the Administrative role within Financial Services of would be to:

Work with a single Financial Adviser to prepare packs, undertake research, valuations and letters of Authority 
Undertake Business processing 
Contact providers
Deal with Pension Transfers and Investment work 
Undertake suitability reports

This particular role will be good if you like undertaking a variety of duties and like to support Financial Advisers.
It will give you the opportunity to learn Paraplanning duties and progress.

In order to apply you will need to have experience of working within a Financial Services role, within a support capacity, as well as previous experience of providing dedicated support to a Financial Adviser.
You will need solid Technical experience in dealing with Pensions and Investment enquires.
Also a genuine want and need to learn and move forward in your career.

In return you will work in a prime location, receive a competitive salary, as well as a whole host of benefits.
This is an opportunity to work for a company who does promote from within and provides genuine support.

In order to apply please contact Helen Spriggs on 0113 4260775 or alternatively email your cv to apply.a33wmm7xy6@bwd-search.aptrack.co