Report Writer and Senior Administrator

3 days ago

Leeds, United Kingdom Lazenby's Financial Services Full time €26,000

Lazenby's Financial Services is an independent financial advice team located in Leeds, West Yorkshire. Our team of experienced financial advisers offer unbiased advice and bespoke financial plans to help our clients build a secure financial future. We offer a range of financial planning services, including pension advice, retirement planning, investment funds advice, and inheritance tax planning, focusing on finding the best solution(s) for our client's financial objectives and attitude to risk.

Income: £26,000 pa full time, on-site
6 weeks holiday per year plus bank holidays
Private Medical Insurance
o Work closely with IFA and Paraplanner to deliver quality suitability reports to clients
o Input and maintain quality records on our client practice management system, Intelligent Office
Cover for Administrator when not in the office.
· Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner.
· The job holder will attend training courses and other team events as required.
· Experience working in the Financial Services sector
· Experience in writing complex and detailed reports for cases
· Fully competent in desktop applications (Microsoft Word, Excel, Outlook). 

Flexible in terms of the ability to operate in and contribute to a changing environment.
· Excellent planning, organising and prioritising skills.
·

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