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Client Support Administrator

  • Location

    Leeds

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £21000 - £25000 per annum, Benefits: Pension, Holidays, Parking, Bonus, Private Medical

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HSLeeds1

  • Published:

    about 1 month ago

  • Duration:

    n/a

  • Expiry date:

    2019-08-21

  • Startdate:

    ASAP

  • Consultant:

    #

Client Support Administrator Leeds Salary up to £25,000 excellent benefits including Bonus, Parking and Health care

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