Adviser Support Administrator

Marketing Executive vacancy in Leeds

The Opportunity

Due to exceptional company growth and internal changes we are currently looking for an experienced Adviser Support Administrator who is seeking a new and exciting challenge. As part of one of the largest and fastest growing accountancy firms in the North, the position provides a fantastic opportunity to work as part of a strong team of Advisers and with a broad range of clients.

The Role

You will provide an effective and efficient administration service to a team of financial advisers and excellent customer service to clients. You will deal with the on boarding of new clients and ensure their ongoing experience of Sedulo Wealth Management is first class. Working closely with the advisers, you will be responsible for ensuring all documentation is complete and compliant as well as maintaining and managing our client databases.

What are we looking for?

You will have previous experience in an administrative role within a financial services organisation. You will be client focused with an eye for detail and the ability to drive a job through to completion. You will be adept at managing multiple deadlines and remaining calm under pressure. You will be equally comfortable working as part of team or independently and be invested in your ongoing professional development.

What can we offer in return?

As a growing business within the North, we nurture and develop our team members to grow with us. In return for the work our team put in, we offer the chance to build a career path, providing training and development opportunities to ensure you can fulfil your professional ambitions. In addition we provide a number of perks which includes free breakfast, afternoon tea and refreshments, an in-office bar, wellbeing initiatives and an annual Christmas trip abroad.

Refer a friend – earn £500!

We are offering £500 to anyone who refers someone to us who we employ, so if you know of someone, send them this page!

A bit more about Us

For more information on our careers, please visit our Careers page.

*Please note: We do not use recruitment agencies, please do not send speculative CVs in relation to this position.

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