We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator.
Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team.
Key Duties and Responsibilities:
- Maintaining client records
- Assisting in application forms
- Supporting client journey
- Dealing with transactions/calculations
- Technical knowledge
- Portfolio valuations
To be successful for this role you will:
- High level of attention to detail
- Strong organisational skills
For further information on this Financial Planning Administration role in Leeds please click apply and a full role profile and company details will be provided.
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