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Clark James recruitment
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Harewood, West Yorkshire
Financial Services Administrator
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
Financial Services Administrator Our client is a well established local IFA with a reputation for providing a high level of customer service to its clients. We are looking to recruit an experienced Financial Services Administrator to provide full administration support to 2 whole of the market IFA’s The key responsibilities will include: - Assisting with the production of Reason Why Letters - Product and fund research - Processing new business - Dealing with ad hoc requests - Putting together review packs - Processing portfolio re-balances - Diary management - Dealing with clients by email and phone Candidates with experience of Adviser Office (Iress) would be beneficial although not essential. Applicants must however have previous IFA support experience to qualify for this role. Please contact Deborah Hulance- Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities .