Senior Administrator

4 weeks ago


Leeds, United Kingdom Lime People Search & Select Ltd Full time

My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning.

We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Work closely with IFA and Paraplanner to deliver quality suitability reports to clients

* 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.

* We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 years experience of being involved with the creation / production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc.

A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications


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