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.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.