An expanding and independent financial advisory business are seeking an experienced administrator to support one of the businesses most experienced planners.
Working within a combination of office and home base you provide support for both pre and post client appointment work and be a comfortable using back office systems and managing your time efficiently.
You will ideally have strong knowledge across the areas of Investments, Pensions and Protection products and hold a good understanding of platforms.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday
Our client are a well established market leading Wealth Management company.
Talent UK are recruiting on behalf of our client based in Leeds.
The Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their team in Leeds.
Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
You will be providing comprehensive administrative support to the Securitisation team.
We are working with a mid-sized law firm based in Leeds who are looking for a Team Administrator to join their Securitisation department on a permanent basis.
Your duties will include but are not limited to
Post-completion registrations and the Land Registry,.