The Company: A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.
* Office Location: Central Leeds
* Hybrid/Home Working: No - 100% office-based
Package: £25-28k base + annual bonus and full company benefits:
* 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing allowance
* Bonus: Highly rewarding bonus structure based on business performance
* Standard hours: 9am-5pm
The Role:The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:
1. To assimilate and segregate information gathered on the fact-find.
2. Ensuring that the CRM system is fully updated.
3. To support the Adviser by dealing effectively with the day to day administration.
4. Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently
5. Oversee and manage the submission of all client applications/advice sets.
6. Support the Adviser to ensure all relevant information required for writing the client report is available.
7. To support the Adviser in establishing and maintaining effective relat...