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Financial Services Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £18000 - £25000 per annum, Benefits: Holidays, Pension, Bonus

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Services Administrator Leeds- Salary £18,000 - £25,000 - Benefits include Holidays, Pension, Potential Bonus scheme

BWD are delighted to be working on behalf of a Financial Services business in Leeds, who are looking to recruit a new Administrator for their growing team.

Are you a Financial Services Administrator at the moment, and looking to take on a greater challenge and work towards becoming a Senior Administrator, with greater responsibility?

Would you like to provide dedicated support to friendly Financial Advisers, who are keen to get you involved with their clients?

Then this could be the position for you.

On a daily basis your duties will include:

Obtaining illustrations and application forms from Platforms and Providers in order to put together client packs, for the Advisers to take to meetings.
Issue letters of authority, and respond to written and telephone enquiries for the IFAs.
Maintain excellent relationships both internally and externally

In order to apply you will need to have:

Previous experience working within an IFA practice supporting Financial Advisers
Alternatively you could have experience of working for a provider in a similar role
As well as the above experience my client is looking for you to have a 'can - do' attitude, and have the flexibility to want to work in other locations in the country, as and when necessary.

In return you will receive:

A salary in keeping with your current experience, and the chance to earn bonus.
Excellent benefits.
The ability to study for examinations and progress, if you desire.

In order to apply please contact Helen Spriggs on 0113 4260775 or email me at apply.a33wmm8h5b@bwd-search.aptrack.co
If you would like to recommend anyone for this role, we pay up to £300 in High Street Bond Vouchers, for any successful referral placed.