Administrator Financial Services

4 days ago


Leeds, United Kingdom Headway Recruitment Full time

Financial Services Administrator

Our client is a vibrant and fast growing company working closely with some of the largest names in Financial Advice. Due to growth they now need a Financial Services Administrator to support their growing team of Financial Advisors. In the past 7 years, the company has grown from a new business into a market leader.

Administrator Role Purpose
- Provide effective administration support to the whole team by carrying out processes that assist with the smooth and efficient running of the business.
- Support the client journey from point of first contact with the business throughout the initial advice process to completion, and the client's ongoing advice service

Your main duties:

- Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
- Taking receipt of, distributing, scanning and electronically filing incoming post.
- Processing outgoing post.
- Liaising with product providers and clients, handling all client queries.
- Building strong rapport with existing and prospective clients.
- Producing and chasing letters of authority.
- Creating and maintaining clients' records in the CRM system.
- Maintaining client confidentiality at all times.
- Running Management Information reports for Directors of the business.
- Completing AML checks.

**Requirements**:

- Proven experience as an office administrator, office assistant or relevant role.
- Experience working within the Financial Services industry.
- Experience of dealing with individuals over the phone and in person.
- Proficient in the use of Microsoft Office software.
- Ability to multi-task and prioritise.

Salary 22,000 - 30,000 DOE

25 days holiday

Pension

Annual bonus

4pm finish on a Friday

Company events

Development opportunities

Headway Recruitment is acting as an Employment Agency in relation to this vacancy. Headway Recruitment are an equal opportunities employer and we are committed to a policy of diversity, equality and inclusion.



  • Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...


  • Leeds, United Kingdom The Financial Advice Service Ltd Full time

    The Financial Advice Service Ltd (TFAS) is a fully regulated financial advice firm. We provide independent financial advice with an emphasis on convenience and simplicity. We understand that in today's busy and constantly changing world, time is a precious commodity. Many people struggle to find the time to consider their options to effectively navigate...


  • Leeds, United Kingdom Meraki Full time

    Financial Services - Administrator - Financial Services Support **Administrator - Financial Services** Competitive salary plus benefits and bonus Permanent Leeds (hybrid working) Posted: 15 February 22 Start date: Feb 22 - Apr 22 Meraki Talent’s financial services client is actively looking for a number of Financial Services Support Administrators to...


  • Leeds, Leeds, United Kingdom Lucy Walker Recruitment Full time

    Lucy Walker Recruitment is seeking a talented Financial Services Administrator to join our team. In this role, you will be responsible for providing administrative support to our accounting team, ensuring accurate financial records and timely payments.About the RoleThis is a dynamic role that requires a strong understanding of financial concepts and...


  • Leeds, Leeds, United Kingdom Quilter Financial Planning Full time

    Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...


  • Leeds, United Kingdom Search Consultancy Full time

    Want to be a part of a forward-thinking Financial Services team, working in beautiful offices (includes a sky garden!) in the heart of the city centre? My client is looking for an Administrator to join their friendly and forward-thinking team in Leeds City Centre! With prior knowledge and understanding of working with the Financial Services industry, you...


  • Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services? This is an excellent opportunity to join one of Leeds most prestigious financial organisations who are in Leeds City Centre. They have various Administration roles in the Operations team and you must have previous Administration experience ideally from Financial Services or a...


  • Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services or a recent Graduate? This rapidly expanding, employee centric company have various Administration roles in the Operations team. You must have previous Administration experience ideally from Financial Services or a regulated environment or a degree in Maths, Economics or...


  • Leeds, United Kingdom Page Personnel Full time

    Financial Services Administrator - Immediate Start Leeds City Centre **About Our Client**: An exciting opportunity has arisen with a Leading Financial Services business based in Luxury offices in Leeds City Centre due to continued growth and expansion. This company have an excellent reputation and offer opportunities for career progression and development....


  • Leeds, United Kingdom Huntress Full time

    A Financial Services start up based in the City Centre require a Financial Services Administrator to join their fun and lively team. They are not your usual Financial Service environment - they are one big family who all really get along and the role has a great social side. While some daily tasks may be the same, no day will ever be like the last - due to...


  • Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Wealth Management Administrator** **Location: Leeds** **Salary: Up to £30,000 per annum + bonus, depending on experience** Are you an enthusiastic Wealth Management Administrator looking for your next role? Are you looking for a role where going above and beyond is your passion? You will be a key member of the team at a highly respected Partner...


  • Leeds, Leeds, United Kingdom Aspire Recruitment Solutions Careers Full time

    We are looking for an experienced IFA Support Administrator to join our client's team in West Yorkshire.Job Summary:The successful candidate will be responsible for working closely with the advisers and clients, liaising with product providers, and providing a friendly and professional point of contact for clients and enquiries.This is a fantastic...


  • Leeds, Leeds, United Kingdom CV-Library Full time

    We are recruiting a seasoned Senior Financial Services Administrator to join our growing team at CV-Library. This is an exciting opportunity for a motivated and organized individual to take their career to the next level in the financial services industry.The successful candidate will be responsible for providing high-level administrative support to our...


  • Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    About Our ClientLime People Search & Select Ltd is a renowned Financial Planning firm based in the UK, dedicated to delivering top-notch services to clients across the country.We are currently looking for a skilled Financial Planning Assistant to join our team in Central Leeds. The successful candidate will work closely with our Financial Planning...


  • Leeds, United Kingdom EGRecruiting Full time

    Experience within Financial Services, in particular, supporting Advisers with administration - An understanding of the financial planning process - A general knowledge of pensions, investments and protection - A willingness to follow business processes, procedures and work to targets and deadlines - Achieve agreed outcomes without supervision - Accuracy and...


  • Leeds, United Kingdom Tenet Full time

    **Do you have experience within financial services admin and looking for the next development opportunity? If so, we have a great opportunity for you! Salary is £20,000 to £24,000 per annum.** We are looking for a homebased **Financial Services Administrator** who will support Tenet&You Advisers, by providing successful delivery of operational and...


  • Leeds, United Kingdom Lazenbys Financial Services Full time

    **Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...


  • Leeds, United Kingdom Idex Full time

    IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. **What's in it for you?** - Opportunity to progress...


  • Leeds, United Kingdom Huntress Full time

    Are you an experienced Administrator who is wanting to work in Financial Services? This is an excellent opportunity to join one of Leeds most prestigious Financial organisations who are in Leeds City Centre. They have various Administration roles in the Operations team and you must have previous Administration experience ideally from Financial Services or a...


  • Leeds, United Kingdom Talent-uk Full time

    **Senior Financial Services Administrator** **Leeds** Talent UK are delighted to be working within their client, who is a Wealth management company. Due to growth, our client is now looking to appoint a Senior Financial Service Administrator to join their growing team! **Job description** Providing general administration support to the director,...