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.
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.
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).
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Huddersfield offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team.
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
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Provide clients with information and reports about their portfolio.
General
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
We are looking for a proactive, self-motivated, experienced Administrator, the primary purpose of the role is to provide administrative support to the department.
Responsibilities of the Admin Assistant
Providing general administrative support to the department & other general office duties.
General
Robert Half are working with this well established business based in central Leeds in the recruitment of a administration assistant to help them through a busy patch while they have a staff member on a leave of absence, there is potential of long term work for a candidate who fits into the business.