This respected Wealth Planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Leeds.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
Basic salary to £35,000 + benefits. The role offers a mix of working from the office and home.