Fin Search are recruiting a newly created permanent Financial Services Administrator opportunity for a growing financial services business based in north Leeds.
This is a brilliant opportunity for a bright graduate or strong administrator looking for a career move in to a financial services business with a clear progression and development plan.
Duties will include, however are not limited to, creating and maintaining the accuracy of data, researching new clients, identifying new business opportunities, generating reports whilst utilising business told and ensuring processes are managed effectively.
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.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
This is a senior position within the firm, working alongside the senior management team.
Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.
General
IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.
This is a newly created role and will be responsible for assisting the Investment Management team in various aspects.
We are partnering with our client, a multi award winning financial advisor support group based in Horsforth, Leeds.
General
An opportunity has arisen for an experienced and diligent Complaints Resolution Officer to join their team, playing an integral role in addressing and resolving client complaints with precision and fairness.
(This is a fixed term opportunity, working on a project that is expected to last around 3 years).
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.
Key Responsibilities
Record all communication with member firms.
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.