Advice Support Administrator: Data, Valuations & Servicing

Posted 1 day 3 hours ago by Rathbone Brothers

Permanent
Full Time
Other
Yorkshire, Leeds, United Kingdom, LS1 8
Job Description
Rathbone Brothers is seeking an Administrator - Advice Support in Leeds. The role involves processing client documentation, providing valuations, and maintaining data accuracy using Iress X Plan. Applicants should possess strong organisational skills, effective communication abilities, and a knowledge of financial planning products. Rathbone Brothers offers a competitive benefits package including a pension scheme, private medical insurance, and study support. We encourage applications from diverse backgrounds.