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Financial Services Support Administrator

  • Location

    Leeds

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £28000 per annum, Benefits: PENSION, HOLIDAYS, BONUS POTENTIAL

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS

  • Published:

    about 2 months ago

  • Duration:

    n/a

  • Expiry date:

    2019-07-26

  • Startdate:

    Client is flexible

  • Consultant:

    #

Financial Services Support Administrator Leeds, Salary up to £28,000 dependent on experience and excellent Benefits including Holidays, Pension, Parking and Bonus potential.

Are you looking for a Financial Services company who allow you greater client contact, and who are privileged to benefit from a loyal and bounteous client bank?
Would you like the opportunity to take on more interesting and challenging work, and be truly rewarded for it?
Would you like to work for a company who allow you to work under your own autonomy?

Then this could be the ideal opportunity for you.

BWD are delighted to be working in partnership with a Wealth Management firm, who are based in an attractive part of Leeds.

 On a daily basis you will be required to:

  • Research and collate information from investment and policy providers in order to enable the construction of appropriate advice by the team of analysts
  • Ensure the construction and maintenance of accurate client records
  • Prepare and issue relevant materials prior to client meetings, ensuring updates are returned in good time
  • Prepare client portfolio valuations for client meetings
  • Liaise with product providers to ensure the timely and accurate implementation of financial records and confirm to clients 

In order to apply you will need to have the following:

  • At least 1 years’ experience in a Client Support role / Financial Services role within the Wealth Management field
  • A good understanding of software platforms and strong MS Office experience
  • A proven track record in taking ownership for resolving client enquiries promptly and professionally 
  • A strong work ethic; always putting the client first

Full support will be given for Financial Services examinations and the opportunity to become a Senior Administrator / Paraplanner in the future.
You will receive a competitive salary in line with your experience and a range of benefits.

To find out more please contact Helen Spriggs on 0113 4260775

 

 

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