You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
This will be working alongside another team administrator, providing general administrative support to partners, solicitors and paralegals along with the wider team.
We are working with a reputable law firm who are seeking an administrator to join their office in Leeds.
Daily, the successful candidate will be organising and maintaining files, assisting with post-completions, arranging couriers and assisting with marketing and BD when required.
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.
We are on the lookout for a dedicated and efficient individual to join our team and provide a confidential business support service to our front line and statutory services.
The role is office-based at location S70 2DR and offers a salary of £12.59 per hour.
This is a temporary contract until July, with a review for extension.
Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
You will have either Administration experience or have experience within Financial Services.