Working pattern:4-5 days per week, of which at least 3 to be office based
About Us:
At Heritage Wealth Solutions, were a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, weve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley.
We take pride in building strong, lasting relationships with our clients and helping them secure long-term success. If you share our commitment to excellent service wed love to hear from you.
About the Role:
We are seeking an experiencedIFA Administratorto join our team. The candidate will play a pivotal role in supporting our advisers by ensuring the smooth day-to-day running of administrative processes and client servicing as well as providing general office support and ensuring compliance with financial regulations.
Key Responsibilities:
1. Provide administrative support, including preparing reports, correspondence, and documentation.
2. Process applications, transfers and other client-related documents efficiently and accurate...