Finance & Accounting Jobs in Wakefield

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Graduate Investment Administrator

Wakefield, West Yorkshire

Job id:
LJA-57647306
Published:
13-03-2018
Expires:
30-04-2018
Job type:
Full-time
Salary level:£15,000 - £17,000  per year
Job sector:
Finance & Accounting, Insurance
Job id:
LJA-57647306
Published:
13-03-2018
Job type:
Full-time
Expires:
30-04-2018
Salary level:£15,000 - £17,000  per year

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.

We are seeking a Graduate Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.

We are seeking someone who has recently Graduated from University within either Mathematics, Financial or related discipline with a grade of 2:2 or higher coupled with strong A level and GCSE grades. Any knowledge of Pensions, Investments, Taxation & Protection products would be to your advantage. Within this role you will also have the ability to study towards a Diploma in Financial Planning / Advice, so this would suit someone who is looking for that kind of career path

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