Administrator - IFA experience required

12 Feb 2018
16 Feb 2018
Contract Type
Full Time
Our client are a well established wealth management company based in Leeds City Centre. They are looking for an experienced Financial Administrator to join their team on a permanent full time basis.

Salary - up to £22,000 per annum dependant on experience

Skills, duties and knowledge required:

* Systems Knowledge - Advisor Office, The Exchange, Word, Excel, Outlook, FE Analytics, Paraplanning Online, Dynamic Distribution, Volume
* Knowledge of Pensions, Investments, Protection and Mortgages & ability to process new business for each of these areas
* Knowledge of Wrap Platforms
* Knowledge of and ability to create suitability reports for all areas of business
* Daily interaction with colleagues and other departments

Ideally you will have worked in Financial Services previously for about 3 years however we will consider a shorter amount of time if you have the relevant skill set. You will be able to work both independently and also offer flexibility and be able to multi task. You will be friendly and sociable with an excellent telephone manner.

Huntress Search Ltd does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK

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