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Financial Planning Administrator - Leeds

Position: 
Financial Planning Administrator
Department : 
Wealth Management
Terms: 
full-time
Contract: 
Permanent
Closing date: 
31 March, 2020 (All day)
Job reference: 
Financial Planning Administrator - Leeds

Hentons Wealth Management is a growing advisory firm based in Leeds, and forms part of the wider national Hentons Chartered Accountants group.  We provide our clients with a first class financial planning service specifically geared towards helping them reach their financial goals as quickly and as efficiently as possible.

As we enter an exciting period of growth an opportunity has arisen for a Financial Planning Administrator to support the dedicated and friendly team. This is a new role and provides an excellent opportunity for the right individual to develop their financial management skills and experience.

Responsibilities

  • Liaising with colleagues, clients and professional contacts.
  • On boarding new clients to the business, ensuring the new client file is fully compliant.
  • Ensuring that all tasks are dealt with within the required timescales
  • Assisting with preparing client review packs
  • Maintaining accurate records
  • Adhering at all times to Hentons process and procedure
  • Providing general office administrative support including filing, scanning, photocopying, post & franking
  • Answering the telephone, transferring calls or taking accurate messages/notes.

Person Specification

We are looking for a self-motivated, enthusiastic and positive individual ideally with financial services administration experience, although not essential. It is essential that the successful candidate has an excellent attention to detail and the ability to prioritise their workload.

You will in return receive a generous salary dependent on your experience, in addition to a discretionary bonus scheme and pension scheme.  We are also happy to support candidates towards the completion of their CII Diploma, and ultimately Chartered Status.

Please apply by emailling your CV to: HR@hentons.com. Please include the job reference (Financial Planning Administrator Leeds). DO NOT APPLY VIA THE BELOW "APPLY" BUTTON. 

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