Due to internal promotion, an established and national Financial Planning firm in Leeds is recruiting for the following opportunity:
- Business Support Administrator
- Opportunity to develop & progress
- Client liaison
This is a great opportunity if you feel stuck in your current role, with no or limited progression opportunities. You will have the support available to progress into the role of Business Support Manager and train to become a qualified Paraplanner.
Working closely with the Consultants and their support team, you will act as first point of contact for clients, preparing client packs, letter of authority process and general administration support.
To be successful:
- Basic understanding of Pensions & Investments
- Previous experience completing Letters of Authority and Valuations
- Excellent diary management
This role will be suitable for an individual who has previous relevant experience, and wants to develop in your career.
In order to apply please contact Helen Spriggs on 0113 4260775