Office Assistant - IFA

Clarico Group Ltd
Garforth, City and Borough of Leeds
£14000 - £18000/annum £14-18k + bens
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
My client is a Financial Advisory firm (IFA) providing Financial Advice to both Corporate and Private clients specialising in the provision of Financial Planning solutions and Advice within various forms of Investments including Investments, Pensions, Life Assurance and Protection products.

We are urgently seeking 2 x Office Assistants / Junior Administrators to join an expanding team who are providing Administrative support to the firms Financial Advisers. You will responsible for processing and completing all new business applications for the Advisors maintaining a complete diary for all cases submitted and to provide regular updates on their progress, ensure that all files are Compliant with regards to Compliance and AML requirements and to provide general support to Directors and Advisors on Client Valuations, Client Reviews, Meeting Preparation, General Servicing enquiries and policy / contract alterations, Co-ordination of Financial Promotions and Client Mailshots, Document Scanning and to take and receive calls and queries from clients and providers and also general Office Administration duties.

We are seeking those who are qualified to at least GCSE level, with grades A-C specifically within English and Maths, you will also be experienced with Microsoft Office products such as Word, Excel and Powerpoint and fully computer literate. You should have a desire to explore opportunities within the Financial Services sector, full training and development is offered in this role