Administrator - Financial Services
| Description | We are currently seeking an experienced financial services administrator to join this city centre organisation, you will provide a complete administration service for the Advisers within Wealth Management. Duties will include: Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations valuations and client reports. Process all new business documentation in accordance with the agreed service and quality standards. Deal with complex queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor. Proactively deliver a high level of technical support and excellent client service in accordance with FSA guidelines, internal policy and procedure and company service standards. ensure that the information on the database is accurate and up to date. |
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| Skills & Requirements | Experience required: A minimum of 4 years experience in an administration role within the financial services industry. A minimum of 2 years experience within a sales support role within financial services. Experience of working with a wide range of Financial Services products. Knowledge required: CFP 1, 2, 3 and 4 essential. Full CFP desirable. Or the equivalent experience. Excellent communication skills, both oral and written. Good knowledge of Microsoft Office. Good knowledge of regulatory requirements. A good understanding of investments. 5 GCSE's or equivalent. |
| Industry | Financial Services |
| Location | Leeds |
| Salary | £18k |
| Start Date | ASAP |
It is unlawful to employ a person for this vacancy who does not have permission to live and work in the United Kingdom. Unless the vacancy description states otherwise please ensure you have this permission before applying.
CLD Recruitment (Leeds) are acting in the capacity of an Employment Agency for this vacancy.