Client and Adviser Support Administrator

Job Title: Corporate Advisor SupportCompany: Financial Advisory FirmOur client is a well-established Financial Advisory firm that specializes in providing expert Financial Advice to individuals and businesses alike, focusing on Investments, Pensions, and Retirement Planning.We are looking for a dedicated individual to join our Private Client Support team...

Our client, a very successful and chartered financial planning firm in Leeds are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis.This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms in the region.Our client offers...

Sue Ross Recruitment are working with an established and well respected professional services company in the recruitment of a Financial Client Services Administrator.We're looking for an enthusiastic and hard-working administrator to work as part of a well-established, growing, multi-location Financial Planning team to deliver a consistently high level of...

My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team in Skipton, where your focus will be to provide day-to-day support to the Corporate Advisers of the...

Salary £20-22,000 + Benefits PackageOur client s a superb International Company with offices just outside Leeds city centre. As a result of strong and strategic growth, they are now expanding across multiple areas, we are specifically recruiting for the internal customer service account handler.You will have similar experience within a Sales Admin,...

Become a Mortgage Support Administrator at BDM Recruitment!At BDM Recruitment, we are excited to announce a great opportunity for a Mortgage Support Administrator to join our team. In this role, you will be instrumental in providing vital office-based support to our dedicated Mortgage and Protection Adviser team. As we continue to thrive, we are in need of...

DUTIES: Comprehensive administration support Setting up accounts on the system Updating data Delivering information to clients On boarding new clients Preparing detailed reportsThis company are really great - they have so much fun while also working really hard. They very much have a team culture. The role is fully office based 5 days a week. There are great...

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...

A very good opportunity has become available for a accountancy practice in the Leeds area to join their Wealth management arm as a part time IFA Administrator. The position is key to the department and is to support the Wealth Planners by building and maintainingrelationships with the clients and work closely with the wider team and the paraplanning...

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

We are recruiting for our client in Leeds City Centre for an experienced Junior IFA Administrator.Ideally with 12 months experience. Salary £27,000. Good benefitsSupporting a small team of experienced Administrators, Paraplanners, Financial Advisers and Directors.Duties and responsibilities will include: Submitting transactions and trade requests including...

IFA Administrator - Leeds - Salary to £26,000 plus Bonus and Benefits - Flexible workingMbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced IFA Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients across the country.Your role will be...

We are looking for a positive team member with drive, ambition, and a strong work ethic.You will be working as part of a productive, high performing team to provide full support to the within the Client Delivery Team by providing full administrative support and maintaining close contact with our Advisers to deliver a professional, compliant and effective...

Reed in Leeds are recruiting for an Administrator to work for a well know firm based in LS1.This role is initially an ongoing temp contact with a possibility to go permanentMonday-Friday9-5 Monday to Friday£9.92 per hourLocation: LS1The core responsibilities of this role include:Arrange and service meetings including providing agendas and note/ minute...

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the...

Financial AdministratorYou'll be providing financial planning administration and you'll become a valuable member of our client-focused Adviser Support Team.You will be working to deal with queries from internal and/or external contacts and fulfil administrative tasks to support the requirements of our client, financial advisers and wider Wealth Management...

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leadsIdeally you will already be an experienced...

Can you act on your feet and adapt to changes quickly? Are you looking for a new challenge in a growing business based in Morley?My client is a growing business based in the Morley looking to recruit an Administrator on a full time permanent basis.Salary: £23,000Location: LS27Hours of work: 37.5 hours per week8: Office basedDuties and responsibilities:...

Are you an experienced Administrator? Are you looking for an immediate start for a well-known business based in Sherburn In Elmet?Team AdministratorSalary: £23kLocation: LS25Hours of work: 37.5 hours per week between 8-5Duties and responsibilities: Provide all admin support to operations team Answer inbound calls, deal with customer enquiries and distribute...