Senior Administrator
4 weeks ago
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning.
We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Work closely with IFA and Paraplanner to deliver quality suitability reports to clients
* Input and maintain quality records on our client practice management system, Intelligent Office
* Cover for Administrator when not in the office.
* Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner.
* The job holder will attend training courses and other team events as required.
* We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 years experience of being involved with the creation / production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc.
A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Gibson Hollyhomes Full timeSenior Administrator | Leeds City Centre/Hybrid Working **Job Summary:** Gibson Hollyhomes is seeking a highly skilled Senior Administrator to join their team in Leeds. **Key Responsibilities:** * Assist with invoicing and billing clients * Answer phones and take messages for the team * Manage diaries and book travel and accommodation * Write letters and...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeSenior Administrator Job DescriptionLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a Senior Administrator, you will play a crucial role in supporting our Financial Advisory firm in delivering exceptional client service.Key Responsibilities:Collaborate with IFA and Paraplanner: Work closely with our IFA...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeSenior Administrator Job DescriptionLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a Senior Administrator, you will play a crucial role in supporting our Financial Advisory firm in delivering exceptional client service.Key Responsibilities:Collaborate with IFA and Paraplanner: Work closely with our IFA...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Gibson Hollyhomes Full timeAre you a highly organized and detail-oriented individual with a passion for administration?Gibson Hollyhomes is seeking a Senior Administrator to join their team in Leeds. As a Senior Administrator, you will play a vital role in supporting the team's day-to-day operations and ensuring the smooth running of the office.The ideal candidate will have previous...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Gibson Hollyhomes Full timeAre you a highly organized and detail-oriented individual with a passion for administration?Gibson Hollyhomes is seeking a Senior Administrator to join their team in Leeds. As a Senior Administrator, you will play a vital role in supporting the team's day-to-day operations and ensuring the smooth running of the office.The ideal candidate will have previous...
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Senior Administrator
1 month ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeSenior Administrator Job DescriptionLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a Senior Administrator, you will play a crucial role in supporting our Financial Advisory firm in delivering exceptional client service.Key Responsibilities:Collaborate with IFA and Paraplanner: Work closely with our IFA...
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Senior Administrator
1 month ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeSenior Administrator Job DescriptionLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a Senior Administrator, you will play a crucial role in supporting our Financial Advisory firm in delivering exceptional client service.Key Responsibilities:Collaborate with IFA and Paraplanner: Work closely with our IFA...
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Senior Administrator
5 months ago
Leeds, United Kingdom Page Personnel Full timeImmediate start available in Leeds - Senior Administrator opportunity **About Our Client**: PageGroup have partnered with an established Consumer Goods firm in York (LS1) with a temporary opportunity to join as a Senior Administrator for 7 months. This role offers an immediately start with the potential to be extended. The Senior Administrator will be...
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Senior Energy Administrator
5 months ago
Leeds, United Kingdom Gibson Hollyhomes Full time**Senior Energy Administrator - 12 Month FTC** **Leeds City Centre/Hybrid Working** **£25,000 - £29,000** My client are an international business based in Leeds City Centre who are looking for a Senior Energy Administrator to join their busy and expanding team. **As a Senior Energy Administrator your duties will include**: - Registering and managing...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Gibson Hollyhomes Full timeAre you a highly organized and detail-oriented individual with a passion for administration?Gibson Hollyhomes is seeking a Senior Administrator to join their team in Leeds. As a Senior Administrator, you will play a vital role in supporting the team with a range of administrative tasks.Key Responsibilities:Assist with invoicing and billing clientsProvide...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Gibson Hollyhomes Full timeAre you a highly organized and detail-oriented individual with a passion for administration?Gibson Hollyhomes is seeking a Senior Administrator to join their team in Leeds. As a Senior Administrator, you will play a vital role in supporting the team with a range of administrative tasks.Key Responsibilities:Assist with invoicing and billing clientsProvide...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeSenior Administrator OpportunityLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a key member of our financial advisory firm, you will play a crucial role in delivering exceptional client service and supporting our team of financial advisors.Key Responsibilities:Collaborate with our team of financial...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking a highly skilled Senior Administrator to join our team at Lime People Search & Select Ltd. The ideal candidate will have a minimum of 2-3 years of experience working as an Administrator for a Financial Advisory firm and have a strong background in creating and producing Suitability Reports for Financial Advisers.The successful candidate will...
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Senior Ifa Administrator
5 months ago
Leeds, United Kingdom Capio Recruitment Full time**Job Title: Senior IFA Administrator** **Location: Leeds** **Salary: £28,000 - £34,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior Leadership Team...
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Senior Administrator
4 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking an experienced Senior Administrator to join our team at Lime People Search & Select Ltd. The ideal candidate will have a minimum of 2-3 years of experience working as an Administrator for a Financial Advisory firm and have around 1 year of experience in creating Suitability Reports for Financial Advisers.The successful candidate will be...
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Senior Pension Administrator
3 weeks ago
Leeds, United Kingdom Broadgate Full timeJob Title: Senior Pensions AdministratorLocation: Fully RemoteContract Type: Inside IR35 - rate depending on experienceExperience Required: Minimum 3+ years as a Senior Pensions Administrator, Recent Cradle-to-Grave Experience, experience with DB schemes
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Senior Legal Administrator
3 weeks ago
Leeds, Leeds, United Kingdom Lucy Walker Recruitment Full timeJob Title: Senior Legal AdministratorWe are seeking an experienced Senior Legal Administrator to join our team at a well-known law firm in Leeds city centre.Key Responsibilities:* Audio typing of all letters & documents* Production of all documents* Being a key point of contact for clients, dealing with all enquiries* General administrative support including...
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Senior Administrative Coordinator
1 week ago
Leeds, Leeds, United Kingdom Elevation Recruitment Group Full time**Job Title:** Senior Administrative Coordinator**Location:** United KingdomWe are seeking a highly skilled and experienced Senior Administrative Coordinator to provide dedicated support to our CEO, CFO, and Directors.Key Responsibilities:Manage complex diaries, scheduling meetings, appointments, and travel arrangements.Prepare high-quality documents,...
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Senior Business Administrator
6 months ago
Leeds, United Kingdom NOVA Acoustics Ltd Full time**Senior Business Administrator (Part Time 25 - 30 hours per week)** We are seeking an experienced and organized individual to fill the role of senior business administrator to support the business and senior leadership team. The role requires exceptional organizational and communication skills, discretion, and the ability to handle a wide range of tasks...
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Senior Pensions Administrator
2 weeks ago
Leeds, Leeds, United Kingdom Synchronicity Group Full timeAbout the RoleWe are seeking an experienced pensions administrator to join our team at Synchronicity Group. As a Senior Pensions Administrator, you will be responsible for dealing with pension scheme members, explaining how their pension works, and handling complex calculations.You will work closely with our clients to deliver administration services to...