Full or Part-time Financial Services Administrator
4 weeks ago
A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.
No – 100% office-based
Package: £25-28k base + annual bonus and full company benefits:
days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
rewarding bonus structure based on business performance
The Role: The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:
Ensuring that the CRM system is fully updated.
To support the Adviser by dealing effectively with the day to day administration.
Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently
Support the Adviser to ensure all relevant information required for writing the client report is available.
To support the Adviser in establishing and maintaining effective relationships with business assurance/management.
Producing analysis using Financial Express Analytics to compliment client reports.
The Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal.
~2+ years’ experience processing investments and/or pensions business
~ Have managed either private client or group business on behalf of a financial adviser
~
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Leeds, United Kingdom CB3 Associates Ltd Full timeA Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No - 100% office-based Package: £25-28k base + annual bonus and full company benefits: • days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...
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