Financial Services Administrator

4 days ago


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 administrative support in the financial services industry. If you are interested inresearch and report writing, preparing client files and growing your knowledge within financial services we have a great role for you

**Why is Tenet a great company to work for?**

At Tenet we think it's really important our staff enjoy coming to work. We're a fun, friendly, flexible employer and we were delighted to make it into the 2020 Top 75 Places to Work in Yorkshire and the Humber. We have also been awarded a 1 star accreditationby Best Companies for having high levels of employee engagement. We like to work hard, and play hard, and our performance related pay structure means the more you put in, the more you get back

In terms of what we do, we are an award winning Independent Financial Adviser support group with over 25 years industry experience. We provide a wide range of services that enable us to provide quality financial advice and services to meet the requirementsof our clients.

**What you’ll be getting up to**:

- Preparing client files for reviews
- Preparing and submitting new business to providers as well as ad-hoc client requests
- Undertaking research and report writing for non-complex cases
- Liaising with adviser and clients to ensure excellent service is delivered
- Ensuring all client documentation is correctly recorded
- Ensuring all systems and case notes are updated with progress and a clear audit trail is available
- Acting as the first point of contact for clients and resolving queries/problems in a timely manner
- Contacting clients and arranging appointments with advisers as part of lead referral activity
- Providing a dedicated and professional support service to advisers and clients
- Providing regular ad-hoc management information (MI)

**You will be able to demonstrate the following skillsets**:

- **Previous Financial Services experience essential**:

- Diary management
- Organising and planning
- Strong written and verbal communication skills
- Provider management
- Timely response times
- Good telephone manner with the ability to build rapport and provide excellent customer service
- Positive customer feedback
- Accuracy and attention to detail

**We’d love to see**:

- Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
- Experience of using Intelligent Office
- **Minimum A-C in GCSE Maths and English is Essential**

**Some of the benefits our staff love are**:

- An annual performance-related bonus and salary review;
- 25 days holiday as standard (and the option to buy or sell up to 5 days);
- Access to our flexible benefits and staff discounts platform, TenetFLEX;
- 5% Employer Pension Contributions, rising to 7.5% with length of service
- Company-funded Income Protection and Life Assurance Cover;
- Access to our free Employee Assistance Provider (EAP);
- Fee-Free Financial Advice, including mortgages and insurance;
- An invite to our annual Christmas Party & Conference

If this role is of interest and you think you have the relevant skills and experience, we'd absolutely love to hear from you



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