Entry Level/ Junior Ifa Administrator - Leeds, United Kingdom - Taylor James Professional Recruitment LTD
Description
Taylor James are partnered with a firm of financial planners based in
Leeds who are looking to appoint an
entry level/ junior administrator to join the team on a permanent basis.
Duties & responsibilities will include
:
Full training will be provided
- Supporting Financial Planners & the wider team
- Acquiring client portfolio valuations
- Liaising with product providers
- Actioning LOAs
- To assist with the preparation of client facing reports
- Adhere to internal processes & external compliance requirements
- Provide regular feedback and updates to the team
- Recent graduate (desirable)
- Some relevant industry experience (desirable)
In return this entry level role is offering a basic salary of c £20,000 (negotiable) + full study support + wider benefits.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Matthew Biddle on LinkedIn.
Salary:
£18,000.00-£21,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Life insurance
- Private dental insurance
- Private medical insurance
- Sick pay
- Wellness programme
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Work Location:
One location
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