£18,000 - £25,000 plus benefits, exam support, bonus
An opportunity has arisen to join a very successful IFA firm based in Leeds city centre. This is chance to work for an extremely successful wealth management organisation in an admin support function to the Directors/IFA's working in the Private Wealth sector.
As a Financial Services administrator within this firm, you will provide full administrative support to the regulated advisors in the offices, and liaise with product providers, clients and customers.
Applicants must be experienced providing administrative duties within a Financial Services environment (IFA, Wealth Management Firm) across Investments and Pensions and they will ideally have experience in using 1st software (Avelo).
Relevant industry qualifications would be great although this isn't a necessity if you have good specific experience in this role. You will however be given full support to attain these qualifications in the role if you wish
This is an excellent opportunity to join an ambitious, forward thinking and friendly office on an excellent salary with additional bonus payments of around 10% of salary per annum
If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
Leeds, West Yorkshire
market leading benefits package
4 months ago