Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
NJR are currently working with a leading Independent Wealth Management Advisory firm based in Huddersfield who are looking for an experienced IFA Administrator to join their ambitious, expanding and technically astute team.
The main purpose of your role will be to prepare written advice and provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Our client, a prestigious financial planning firm near to Huddersfield are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
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Huddersfield - 4 days office-based.
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Key Responsibilities
Prepare accurate and timely financial statements, including income statements, balance sheets, and cashflow statements, in accordance with IFRS.
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