Administrative Assistant - Financial Services

Administrative Assistant - Financial Services

Location : Leeds

£23,000 - £27,000

This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable business with genuine career progression, competitive basic salary and market leading benefits.

We are currently working with a well established Wealth Management practice, who prides themselves on their diverse expertise in providing trusted financial advice. Due to their continuous growth are now seeking an ambitious Administrative Assistant to join their vibrant team.

Working from their prestigious office based in Leeds City Centre; you will be providing a dedicated support to the Advisers including regulatory requirements, marketing, client servicing and IT; whilst offering a first class professional services to all.

Responsibilities

" Implement, operate and maintain effective systems, processes and procedures which enable advisor to optimise client meetings;

" Research the most suitable providers and products to meet clients' needs using research tools

" Obtain quotations from product providers and provide illustrations and product information

" Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale;

" Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;

" Process applications accurately and record the required management information;

" Prepare portfolio valuations as requested;

" Attend and contribute to regular update meetings with the Partner;

" Make travel bookings and travel arrangements as required for the Partner;;

" Maintain technical competence at an appropriate level to meet the requirements of the role

" Prepare suitability letters and reports

" Maintain accurate and up-to-date client information;

" Support the Partner in establishing and maintaining effective relationships with business assurance/management;

" Liaise with Head Office and admin centres as required.

" Practice Development

" Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;

Requirements

" Previous experience in a PA/office support role in Financial Services or related sector;

" Knowledge of relevant regulation and legislation

" Experience of setting up and maintaining systems, processes and procedures;

" Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;

" Excellent written communication skills;

" Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);

" Open to change with a creative approach to problem solving.

Our client is looking for a highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

For more information please contact one of our specialist consultants Ref: NJR14731