Back to search
This Administrator job in Morley, Leeds provides opportunity to join a local Financial Services firm
Our client is open to individuals looking to move from retail / hospitality into an office based role, with consistent Monday to Friday hours
As an Administrator you will be supporting their Financial Advisers through general administrative tasks such as:
- Processing new business cases
- Helping prepare client meeting packs
- Actioning tasks following client meetings in respect of their investment and pension products
- Ensuring the CRM and software systems are fully up to date
- Liaising with existing clients to arrange appointments
Our client would provide full on-the-job training to enable you to succeed in your role.
The Company
Our client is a family business focused on providing financial planning advice to their clients. Since establishing nearly 10 years ago, the business has continued to grow at a steady pace and has good plans in place to continue this forward momentum.
Administrator Requirements
- You should have a stable career history
- You should have had roles with responsibility and understand the importance of right first time
- Plus, you should have proven experience of picking up the phone to resolve matters
- You should be comfortable using the computer and general applications
Administrator - Benefits
- Salary £25,000
- Office based role with parking available on site
- Full-time role, Monday to Friday (potential part-time considered)
- Working within a family business that is passionate about helping their clients
Locations
Morley
