Wealth Management Administrator

Recruiter
CLD Recruitment (Leeds)
Location
Leeds
Salary
£20000.00 - £25000.00 per annum + Bonus
Posted
22 Jul 2017
Closes
21 Aug 2017
Contract Type
Permanent
Hours
Full Time
IFA Administrator - £17,000 - £20,000

East Leeds

My client an IFA Practice based in East Leeds seeks an experienced Administrator to join their team.

This is an opportunity to work for a very successful organisation supporting an IFA, 2 Paraplanners and a Trainee IFA.

You must have administrative experience of working with Pensions, Unit Trusts and ISAs.

Duties Include:

*Processing new business documentation in accordance with the agreed service and quality standards
*Producing all relevant paperwork for the client on behalf of the Adviser including quotations, illustrations, valuations and client reports
*Confidently handle complex queries from clients, Advisers and colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
*Liaising with providers to obtain information relating to client policies
*To deliver a high level of support and excellent client service in accordance with FSA guidelines, internal policy and procedure and company service standards
*Ensuring all information on the client database is up to date

To be considered for this role you must have:

*Experience in working within a Wealth Management company in an identical role
*Experience of working with a wide range of financial services products
*Good knowledge of regulatory requirements
*Excellent communication skills, both oral and written
*Excellent computer and Microsoft office skills

Due to the volume of applicants applying for this role, candidates without the relevant experience required (as stated above) will not be considered.
If you have not received a response within 7 working days please assume your application has been unsuccessful.
CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.

CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.