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Financial Administrator

  • Salary: £25000 - £30000 per annum + bonus
  • Location: Leeds, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Jan 2018
  • Job reference: 29278

Are you looking for a company who is passionate regarding there culture? Who trusts their employees so no micro management, provide flexibility and reward for innovation?

A Chartered Ultra High Net Worth Independent Financial Advisory practice are looking for a Personal Assistant and Wealth Management Administrator to join their team to support a Senior Partner in their modern offices in Leeds City Centre.

The day to day expectation of the role is to assist in administering new business for the Senior Partner who advises ultra high net worth clients mainly on Trusts and IHT however also provides full holistic advice to clients.

The company believe in progression within and will support all industry relevant qualifications to allow you to achieve the career you are looking for within wealth management.

The core requirements the client are looking for in the individual is to be able to build relationships, to be innovative in processes and to previous experience in an administration role in the wealth management industry.

The benefits are that the company offer above market average salary, offer flexible working, have the opportunity to win awards as well as discretionary bonus scheme, 25 days holiday, private healthcare, death in service and more.

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: