Our agency is pleased to offer a fixed-term position for a Data Administrator in our Policy and Compliance team until 31/04/2025.
This role is integral to our front-line services.
Key responsibilities include
Providing an efficient and confidential support service, including word processing, mass data input and reconciliation, photocopying, filing, emailing, and managing jobs on relevant systems.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.