Fin Search are recruiting a newly created permanent Graduate Financial Services opportunity for a growing financial services business based in north Leeds.
This is a brilliant opportunity for a bright graduate 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.
Collating of client data to provide a detailed client overview.
Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser.
This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits.
The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors.
An expanding and independent financial advisory business are seeking an experienced administrator to support one of the businesses most experienced planners.
You will ideally have strong knowledge across the areas of Investments, Pensions and Protection products and hold a good understanding of platforms.
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.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
Due to the nature of the role, you will receive a high volume of clients straight away.
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.