Administrator

Location: North Leeds

Client: Established Regional Insurance Firm

Remuneration £24,000 – £28,800 + Benefits

Background on client:

Due to continued success and recent growth, and a need to develop the Wealth Management arm of the business, our client is looking to hire two new administrators to support the expansion of their office in North Leeds

The successful candidate will be working in a friendly team environment who will complement an established existing team of Paraplanners / Administrators. The role will be focused on supporting existing IFAs and the advice offered to the company’s personal wealth clients.

Role:

• Work as a key component as a dynamic and high achieving team.
• Deliver first class, compliant, effective and efficient client services.
• Obtaining valuations from providers
• Undertaking general administration duties.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Identify and correct remedial actions as required.
• Strict adherence to all internal and regulatory compliance requirements.
• Check all paperwork to ensure excellent client delivery.
• Working closely with Advisors and Paraplanners and working to deadlines.
• Advisor Office / First software experience is Preferred

Why should I be interested?

 Chance to work for a fast growing and distinctive firm.
 Excellent medium-term opportunities for accelerated career and salary progression.
 Working for a company who have a secure future.
 The function of the role is instrumental to the continued success of the company.
 Exciting and fast moving environment.

Applications are welcome from anyone with a financial services or administrative background however experience in an IFA environment is preferred.

If the above sounds of possible interest, do please call Tom Exall on or alternatively drop us an email to apply.a33wmljkpb@bwd-search.aptrack.co.

BWD are also happy to conduct bespoke, confidential research on your behalf. Contact us for a discreet conversation to find out more.