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Experienced Administrator

  • Salary: £22000 - £27000 per annum + benefits package
  • Location: Wakefield, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Jun 2018
  • Job reference: 31080

Are you an experienced Independent Financial Adviser Administrator who is looking to work for a Chartered practice based in the heart of Wakefield? Are you looking to work in a bubbly successful team that are client focused?

My client are an award winning Independent Financial Adviser practice based in Wakefield and are looking for a Support Administrator to join their team.

You will be expected to support the Financial Advisers in administration tasks such as processing new business applications for advice abiding by processes provided by the business, updating client records, scanning relevant documentation on to the client management system and making sure all documentation is compliant with the Financial Conduct Authority regulation.

You are required to have strong time management skills and manage your own diary. Further to this be able to work as part of a team as well as being a strong communicator as you will be greeting clients and collaborating with other teams within the business.

Essential Requirements:

  • Previous experience working alongside Financial Advisers to have gained technical experience across pensions, investments, taxation and protection
  • Have knowledge regarding compliance procedures set by the FCA as well as conform to data protection and financial crime legislation
  • Strong software knowledge of Microsoft office and exchange

In reward you will receive a competitive market salary of between £20,000 to £25,000 as well as an employee benefits package as well as soft benefits including dress down Fridays, team lunches and socials and free parking.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: