BWD are pleased to be working in partnership with a successful Financial Planning firm in the Leeds area, who are currently looking to recruit, a Client Support Administrator.
This is a great opportunity if you feel stuck in your current role, with no or limited progression opportunities.
It's an opportunity to work closely with the Consultants and their support team, where you will act as first point of contact for clients, preparing client packs, letters of authority and processing new business.
To be successful:
- A basic understanding of Pensions & Investments
- Previous experience completing Letters of Authority and Valuations
- Experience of undertaking suitability reports
This role is a great stepping stone if you are looking to progress from Administration into a more Paraplanning orientated role.previous relevant experience, and wants to develop in your career.
In order to apply please contact Helen Spriggs on 0113 4260775