Financial Services Administrator

Recruiter
Taylor James Professional Recruitment LTD
Location
Leeds, UK
Salary
Competitive
Posted
23 May 2019
Closes
27 May 2019
Ref
1142735433
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
FS Administrator / Adviser Support / Operations / Leeds / Permanent / Salary / £20,000 - £25,000 / Study Support

An excellent opportunity has arisen for a Financial Services Administrator to join our client, an award winning firm of Financial Planners in Leeds.

If you are an FS Administrator who has the ability and knowledge to deal with the duties detailed below then is an opportunity not to be overlooked.

Reporting to the Operations Manager, Duties & responsibilities will include:
  • To obtain and provide client valuations
  • Assist with the migration of client data onto a new platform
  • Updating the back office system
  • To maintain up to date client files
  • To ensure all paperwork is completed accurately and correctly
  • To deal with any client correspondence in a professional manner
  • Responsible for keeping clients and Adviser updated with case progress

What's on offer:
  • Basic salary up to £25,000
  • Quarterly bonuses
  • Full study support (including salary increases for passes)
  • 4 x Death in Service
  • 5% pension
  • 25 days holidays
  • Life assurance
  • Funded social events

Please contact Matthew Biddle on 0113-350-1266 or submit the latest version of your CV to be considered for this opportunity

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