Financial Services Administrator

1 day ago


Halifax, Calderdale, United Kingdom Medlock Partners Full time

Company Overview:

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Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.

Salary:

Salary up to £28,000 (experience dependant)

Job Description:

The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Key responsibilities include processing transfers, managing individual workloads, investigating client queries, and maintaining client records.

Required Skills and Qualifications:

To be considered, you will need industry-related experience and ideally be working towards industry-related exams or passionate about obtaining the Level 4 Diploma.

Benefits:

This role comes with a competitive salary, Death in Service 5% Pension, Yulife Employee benefits package, and opportunities for career growth and development.



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