Wealth Management Administrator (No experience necessary) (J1499) Leeds, England
| Salary: | GBP20000 - GBP21000 per annum + Bonus |
Wealth Management Administrator - £20,000
Must have own transport and be educated to degree level.
Free Parking
My client a leading IFA company based in North Leeds seeks 2 Junior Administrators to join their team. This is an excellent opportunity to join a close knit, friendly company.
This role has progression and development for the right candidate who is willing to undertake further exams.
Duties will include:
• Processing new business documentation in accordance with the agreed service and quality standards
• Producing all relevant paperwork for the client on behalf of the Adviser including quotations, illustrations, valuations and client reports
• Confidently handle complex queries from clients, Advisers and colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
• Liaising with providers to obtain information relating to client policies
• To deliver a high level of support and excellent client service in accordance with FSA guidelines, internal policy and procedure and company service standards
• Ensuring all information on the client database is up to date
Essential requirements
• Must have own transport
• Educated to Degree level (will consider A levels if you already have relevant work experience)
• A high level of literacy and numeracy skills
• Computer literacy skills
• Good attention to detail
• Self-motivated
• Outgoing and comfortable talking to customers
• A team player
Must have own transport and be educated to degree level.
Free Parking
My client a leading IFA company based in North Leeds seeks 2 Junior Administrators to join their team. This is an excellent opportunity to join a close knit, friendly company.
This role has progression and development for the right candidate who is willing to undertake further exams.
Duties will include:
• Processing new business documentation in accordance with the agreed service and quality standards
• Producing all relevant paperwork for the client on behalf of the Adviser including quotations, illustrations, valuations and client reports
• Confidently handle complex queries from clients, Advisers and colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
• Liaising with providers to obtain information relating to client policies
• To deliver a high level of support and excellent client service in accordance with FSA guidelines, internal policy and procedure and company service standards
• Ensuring all information on the client database is up to date
Essential requirements
• Must have own transport
• Educated to Degree level (will consider A levels if you already have relevant work experience)
• A high level of literacy and numeracy skills
• Computer literacy skills
• Good attention to detail
• Self-motivated
• Outgoing and comfortable talking to customers
• A team player