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Financial Adviser jobs in Horsforth

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Job Post Details

Financial Services Administrator - job post

The Private Office
10 reviews
Leeds LS1Hybrid remote
Full-time
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Job details

Here’s how the job details align with your profile.

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Benefits
Pulled from the full job description

  • Cycle to work scheme
  • Private medical insurance

The role

At the Private Office, we are looking for a positive team member with drive, ambition, and a strong work ethic.

You will be working as part of the productive, high performing Adviser Support Team providing full administrative support and maintaining close contact with our Advisers to deliver a professional, compliant and effective service to our clients.

Key Responsibilities

  • Input information for new and existing clients onto CRM System (Curo). Ensuring Know Your Client (KYC) information for clients is entered fully and accurately.
  • Liaising with new clients to gather information
  • Process new client meeting packs for advisers
  • Generate tasks for advice reports to be produced
  • Money laundering and ID checks for all clients including running Smartsearch reports
  • Preparation of meeting packs for client review meetings
  • Processing post review meeting outcomes.
  • Generating invoices for Cashflow advice.
  • Ensure that all tasks on CURO are completed in line with company policy and procedures.
  • Develop and maintain effective relationships with colleagues and third parties.
  • Provide excellent telephone-based service to clients both external and internal together with third-party providers.
  • Be aware and act upon any compliance, risk, and quality issues.
  • Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Benefits


  • Company discretionary bonus scheme;
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
  • Private Healthcare;
  • Group Income Protection;
  • Life Assurance;
  • Eye Care Scheme;
  • Wellbeing programme;
  • Bike to Work Scheme;
  • Full support with professional qualifications;

after qualifying period

Knowledge, Skills and Experience

  • A desire to further develop knowledge of the industry and role
  • Good IT skills in core Microsoft Office systems
  • Strong organisation and prioritisation skills
  • Excellent verbal and written communication skills with an eye for detail
  • Professional telephone manner

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