My client, a market leader in independent retail financial advice is looking for a competent and experienced Administrator to join its expanding team based in Huddersfield.
This business shapes everything it does around delivering the best outcomes for both its private and corporate clients. It’s Advisers focus on its client’s financial needs and aspirations and recommend the best possible way forward to achieve their requirements.
As a Financial Administrator you will provide the highest level of admin support and aspects of paraplanning support to its Financial Advisers to ensure its client’s expectations are exceeded. You will be involved in record keeping, processing new business and delivering client reports. You will compile and prepare comparison materials, including selectapensions, cost analysis, cash flow models and investment fund analysis. Maintaining records is pivotal in this role, ensuring that client outcomes remain paramount.
Experience within retail financial services is essential for this role, ideally in an administrative role. You should be studying towards recognised Financial Services qualifications and have a desire to further your qualifications. An ability to prioritise workload is important for this position as well as a proven and demonstrable ability to work quickly and unsupervised. You will have a can-do attitude and have a collaborative nature to achieve objectives.
You will be rewarded with a competitive basic salary as well as a range of additional benefits and great career prospects. These benefits include 3x salary DIS, 3x salary critical illness cover, pension contributions, free parking and regular off-site training and social events. You will be fully supported with career development, including exam and study costs. There is a possibility of working from home, however, this will be by arrangement only. This is a great opportunity for someone who is keen to continue their career within Financial Services, and work within a lively and vibrant office environment for an industry leader.
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Financial Services and General Insurance Recruitment