Financial Services Administrator - Leeds, United Kingdom - Templegate

Templegate
Templegate
Verified Company
Leeds, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Financial Services Administrator


Location:
Leeds


Benefits:

Competitive salary, PMI, DIS, Staff Bonus Scheme.


Salary:
£25k ~ £30k Depending on experience.


About the Company:

This prestigious and excellent reputable firm has a lot to offer the right person.

Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.


You will need experience working within an IFA Practice as an Financial Service Administrator and Financial Services qualifications is preferred but not essential.


What Your Day to Day Duties Will Include:

  • LOA's
  • Gathering information/research
  • Using comparison tools
  • Writing Reason Why letters
  • Processing new business
  • Prepping review packs
  • Writing Review Letters
  • Processing withdrawals/switches/top ups

What is Needed to Be Considered For This Role:

  • Back-office system is Intelliflo, so experience of that will be an advantage.
  • At least 2 years experience of working as a IFA Administrator.
  • Financial Services qualifications are desirable
  • Able to cope with IT and telecommunications equipment
  • Good communication skills
  • Professional attitude

Job Types:
Full-time, Permanent


Salary:
£25,000.00-£30,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Onsite parking

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Leeds: reliably commute or plan to relocate before starting work (required)

Work Location:
One location

Reference ID: 1548
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