Financial Planning Administrator - Leeds, United Kingdom - Idex
Description
My client is successful and highly respected Wealth Management Practice in Leeds. They are currently looking for an experienced Financial Planning Assistant to join their team.Role:
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
- Process all business in accordance with required process
- Assess clients file documentation in accordance with compliance requirements
- Identify and correct remedial actions as required
- Be aware and act upon any compliance issues; complete documentation required
- Accurately record all client facing time
- Coordinate billing of fees with Wealth Adviser for invoicing
- Coordinate and produce client valuations
- Develop and maintain effective relationships with clients, colleagues and 3rd party's
- Be aware and act upon any compliance and quality issues
- Any other tasks as and when required requested by your line Manager
Company offers a very impressive benefits package and the opportunity to work hybrid...
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
More jobs from Idex
-
Employee Benefits Financial Services Administrator
Gloucester, United Kingdom - 2 weeks ago
-
Trustee Support
London, United Kingdom - 3 days ago
-
Graduate Underwriter
South East, United Kingdom - 2 weeks ago
-
Non-contentious Construction Associate
Leeds, United Kingdom - 3 weeks ago
-
Ifa Administrator
Manchester, United Kingdom - 3 weeks ago
-
Senior Financial Planner
Milton Keynes, United Kingdom - 1 week ago