Independent Financial Adviser Administrator Verified listing

WorkwithYorkshire are delighted to be partnering with this locally based firm of Financial Advisors.

Our client are dedicated to helping build brighter futures. Specialising in family-based financial planning, whether it's managing savings, planning for retirement or protecting people’s financial future, they guide their clients every step of the way.

Due to recent growth, they are now looking to recruit a motivated, detail-oriented and dedicated person to help their clients achieve their financial goals.  This role offers the opportunity to work in a supportive & collaborative environment, which offers opportunities for professional growth and development.

This is a full time, permanent role, working Monday to Friday with a £25,000 - £28,000 annual salary and competitive benefits package.

Duties:

• Client Communication: Serve as the primary point of contact for clients, managing inquiries and scheduling appointments.
• Data Management: Collect, update, and maintain client information and financial records within our CRM system
• Report Preparation: Assist in collating information to help our research team prepare financial reports, suitability letters, and other documentation.
• Administrative Support: Provide general administrative support to financial advisors, including managing correspondence and filing.

Key skills and experience;

• Strong organisational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and financial software.
• Attention to detail and a high level of accuracy.
• Along with the need for an eye for detail and exceptional communication skills – their work is all about providing excellent service – our client would like you to have an interest in Finance or Business and a strong understanding of financial products and services proven by your experience in a client-facing role within the financial services industry.

For an informal discussion about this role, please call Jenny on 07354 822563 or 01904 551915

Please apply by uploading your CV to candidates@workwithyorkshire.co.uk.

To be eligible to apply for this role, you must also have the legal right to work in the UK.