£18000 - £25000 per annum, Benefits: Pension, Holiday, Bonus
over 1 year ago
BWD are delighted to be working in partnership with a wealth management firm, who are highly successful in creating value and wealth for individuals.
My client delivers bespoke financial planning and investment consultancy and is looking to add to the team by recruiting an additional Financial Services Administrator.
This is a great opportunity if you have previous Financial Services experience, within a support administration capacity, and would like to work for a company who is successful, secure, and can offer progression for the future, as well as a lucrative bonus based on the work that you do.
As a successful Financial Services Administrator, based in Skipton you will:
Provide a first class service to the firms clients, by delivering excellent administrative support,
To act as the initial point of contact to clients on all client services matters, ensuring that a first class service is provided at all times, and excellent relationships are built.
Deal with all telephone calls from clients appropriately and professionally.
To prepare valuation reports and review packs for clients providing accurate review information, performance data and fund research as appropriate.
To produce reports, forecasts and information as required for meetings.
This is a varied role and offers scope in terms of bonus potential and studying for Financial Services examinations.
In order to apply you will need to have a proven track record as an Administrator within the Financial services industry.
Excellent communication skills, and the ability to get on well with others.
Attention to detail is important, as is the ability to plan and organise your day effectively.
In return you will receive a Salary of up to £25,000, as well as excellent benefits and the opportunity to study for Financial services examinations.
In order to apply / find out more, please contact Helen Spriggs on 0113 4260775 or email me at firstname.lastname@example.org