Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Client Support Administrator

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

  • Ref

    HSLeeds1

  • Contact Name |Helen Spriggs

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

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


W1siziisijiwmtgvmtevmduvmtevmdevntqvode5l2pvyi1pbwfnzs5wbmcixsxbinailcj0ahvtyiisijqwmhgymdajil1d

CONTACT US 0113 274 3000