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Job Location | Leeds |
Education | Not Mentioned |
Salary | 20,000 - 22,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Finance Data Entry AdministratorA powerhouse within the integrated wealth management and professional services industry are looking for a Finance Data Entry Administrator to join their team in Leeds on a permanent basis, with the option to work remotely twice each week.What will you be doingProviding a first-class support function to the financial planning teams nationwide by way of delivering a third party provider chasing service to ensure client Letters of Authority have reached the correct destination and been applied. Duties may also includeupdating client records to ensure third party plan valuations and policy information is added both accurately and within agreed timescales.In addition, support the team to deliver a first-class onboarding service for clients transferring to the business from retiring IFA/firms. Accurate processing and keying in of client and policy data, creation of data feeds to ensure plan values are updatedand liaison with third party product providers to expedite policy transfers of agency. This will include daily maintenance of excel worksheets to track responses.Responsibilities will include: