Job Title: Administrator
Industry: Financial Planning
Location: Leeds
Salary: £28,000 - £35,000
Job Reference: 10443
Job Description:
Recruit UK are working with a Financial Planning company in Leeds, who are looking for an Administrator to join their back-office team.
This role will see you working directly with experienced Financial Adviser, who specialises in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You will be supporting with the full administration process so ample opportunity to progress your skills and experience.
Duties will include but not limited to:
- Maintaining back-office system and client records
- Preparing for client meetings
- Supporting with client research, preparing recommendations, valuations etc.
- Booking and arranging client meetings
- Answering client calls, liaising with product providers and dealing with ad-hoc client requests
Benefits:
- Competitive salary of £28,000 - £35,000
- Hybrid working
- 5% pension contribution
- 25 days holiday
- On site parking
Skills and experience required:
- 2 years experience working with Financial Planning
- Strong administration experience essential
- Good communication both written and verbal
Benefits:
- Company pension
- On-site free parking
Work Location: In person
Pay: £28,000.00-£35,000.00 per year
Work Location: In person
