Financial Services Administrator
We are a firm of Independent Financial Advisers, established in 1999, looking after mainly personal but also corporate clients. We put our clients at the heart of everything we do and our team is committed to providing our clients with the best possible experience when using our services.
Our administration team is very busy providing the advisory team with the support and resource that they need to deliver a superior service standard that sets us apart from many other firms.
We have a vacancy, for an experienced Financial Services Administrator, on a full or part-time basis. There is some flexibility in terms of the hours we want to fill and the start and end time can be to suit the candidate.
Ideally, the candidate will have experience in dealing with Financial Services products and have a sound working knowledge of financial services products and terminology.
We use the IRESS back office system and applicants with knowledge of that system, and its complexities, will be particularly attractive to us. However, for those that don’t, training will be given.
The candidate must be a team player and be able to function as part of a team at the same time as ‘owning’ their own tasks. We require someone who is able to work efficiently, accurately and, above all else, someone who wants to fulfil the demands of the role and gain job satisfaction rather than someone who simply wants a job.
We provide an excellent working environment, convenience of working in a suburb of Leeds and rates of pay to reflect the ability and value of the job our staff perform.
Please tell us what experience you have and why you think you would be right for the role we are looking to fill.
In the first instance, please email your CV and a brief description of your abilities and past experience to firstname.lastname@example.org
We are also looking for high quality Financial Advisers to join the advisory team. We have a reputation as one of the regions highest quality practices and are looking for indivduals who will meet the high standards that we have set and built the practice on. If you have the necessary qualifications, drive, ethic and feel that you could enhance our practice, write to us in the first instance setting out your experience, achievements and why you feel you would be an asset to our business.
RECRUITMENT AGENTS: Please note that we do not respond to marketing or promotion emails.
“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands. BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”
Mr E, Cheshire
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