Financial Administrator
4 weeks ago
JHR have partnered with a wealth management firm who are looking for a financial administrator to join the team based in Leeds. Within this role you will be responsible for providing administrative support to the team and working closely alongside the directorsand head of operations.
**Responsibilities**:
- On boarding new clients to the business, ensuring the new client file is fully compliant
- Adding new client information to the in-house back office system
- Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded
- Prepare cost and charges disclosure documents
- Processing new business and associated service case workflows to track through to issue and investment
- Ensure all client files are correctly formatted, tidy and contain all appropriate information/documentation
- Provide general office administrative support including filing, scanning, photocopying, post & franking
Experience, skills set and/or qualifications required:
- Office based administrative experience
- Financial services experience (desirable)
- Good knowledge of the full Microsoft package
- Ability to multitask
- Reliable and hard working
- 5 GCSEs including Maths and English, at Grade C or above
Hours: Full time - Monday to Friday
**Salary**: £25,000- £28,000
Location: Leeds City Centre, office based (hybrid working introduced after probation)
-
Financial Planning Administrator
6 days ago
Leeds, United Kingdom PJG Financial Services Limited Full timeAre 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...
-
Financial Services Administrator
2 weeks ago
Leeds, United Kingdom The Financial Advice Service Ltd Full timeThe 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...
-
Financial Administrator
6 days ago
Leeds, United Kingdom CHN Financial Consultancy Full time**Duties**: - Accurately input commission income onto the in-house CRM software. - Using the in-house software to produce and analyse reports regularly. - Producing payment reports for commission payments. - Ensuring Outstanding fees are compiled and chased when required. - Deal with any queries. - Investigating discrepancies between the income due and...
-
Financial Administrator
1 week ago
Leeds, United Kingdom Si Recruitment Full time €25,000Job Title: Financial Administrator Location: Leeds City Centre Hours: Full Time, Office Based Salary: Up to £25,000 We are seeking a detail-oriented Financial Administrator to manage administrative tasks for a Wealth Management team. This role involves risk management, budget oversight, and will playing a crucial role in maintaining a positive team...
-
Administrator Financial Services
2 weeks ago
Leeds, United Kingdom Headway Recruitment Full timeFinancial 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...
-
Office Administrator Assistant
2 weeks ago
Leeds, United Kingdom Boag England Financial Planning Full time**About us** St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE UK Wealth Management company which distributes a range of Investments and Retirement products and financial solutions to a High Net Worth client base. You will be employed by the Practice Boag England Financial Planning. Our work environment includes: -...
-
Financial Services Administrator
7 days ago
Leeds, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Leeds **Benefits**: Competitive salary, PMI, DIS, Staff Bonus Scheme. **Salary**: £25k ~ £30k Depending on experience. **About the Company**: This prestigious and excellent reputable firm has a lot to offer the right...
-
Financial Planning Administrator
1 month ago
Leeds, United Kingdom Brook Street Full timeHours: Monday to Friday 8:45am to 5pm **Salary**: £24,000 to £27,000 depending on experience Brook Street Recruitment are recruiting on behalf of our client for an experienced Administrator on a permanent contract to join their team based in Leeds. This is an exciting opportunity for an enthusiastic individual to join a successful and thriving Financial...
-
Financial Services Administrator
1 month ago
Leeds, United Kingdom Murville Consultancy Full time**Our client** A financial services group who have specialist teams focused on wealth management, occupational pensions, employee benefits. **The Role** The Administrator, will be supporting their team of Financial Advisors by undertaking efficient administrative support. Your responsibilities will include preparing documents, maintaining and update...
-
Financial Services Administrator
1 week ago
Leeds, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Leeds **Benefits**: Competitive salary, PMI, DIS, Staff Bonus Scheme. **Salary**: £25k ~ £30k Depending on experience. **About the Company**: This prestigious and excellent reputable firm has a lot to offer the right...
-
Financial Services Administrator
4 days ago
Leeds, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Leeds **Benefits**: Competitive salary, PMI, DIS, Staff Bonus Scheme. **Salary**: £25k ~ £30k Depending on experience. **About the Company**: This prestigious and excellent reputable firm has a lot to offer the right...
-
Financial Planning Administrator
7 days ago
Leeds, United Kingdom MB Fitzgerald Full time**Financial Planning Administrator - Leeds - Salary to £27,000 plus Bonus and Benefits - Flexible working** Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced Financial Planning Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients...
-
Financial Services Administrator
2 weeks ago
Leeds, United Kingdom Page Personnel Full timeFinancial 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....
-
Financial Administrator
7 days ago
Leeds, United Kingdom Bupa Care Homes Full timeRequisition Title : Financial Administrator Job Number: WYK0069 Wyke Beck Court Care Home York Road Leeds LS9 6N Salary Amount £21,937.50 - £28,275.00 **Finance Administrator** **Wykebeck Care Home** **543 York Road, Leeds LS9 6NH** It’s the small things that can often make the biggest difference. At Bupa Care Homes, we know it's our privilege to...
-
Financial Administrator
1 week ago
Leeds, United Kingdom Bupa Care Homes Full time**Financial Administrator** - ELM00X8 **Finance Administrator** **Elmwood Care Home** 3 Wetherby Road, Oakwood, Leeds, LS8 2JU It’s the small things that can often make the biggest difference. At Bupa Care Homes, we know it's our privilege to care for people - supporting them to live with dignity and independence. Right now, we’re looking for a...
-
Financial Administrator
6 days ago
Leeds, United Kingdom Bupa Care Homes Full time**Financial Administrator** - ELM00XS **Finance Administrator** **Elmwood Care Home** 3 Wetherby Road, Oakwood, Leeds, LS8 2JU It’s the small things that can often make the biggest difference. At Bupa Care Homes, we know it's our privilege to care for people - supporting them to live with dignity and independence. Right now, we’re looking for a...
-
Financial Services Administrator
2 weeks ago
Leeds, United Kingdom Page Personnel - UK Full timeFinancial 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....
-
Senior Administrator
2 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Senior Administrator / Paraplanner - Financial Services** **Location: Leeds** **Salary: £26,000 - £30,000 + Generous Bonus** Are you an enthusiastic Senior Administrator eager for your next role? Are you looking for Hybrid Administrator and Paraplanner Role? NJR Recruitment is currently working with a well known Independent Financial Advisory firm...
-
Financial Planning Administrator
3 days ago
Leeds, United Kingdom NJR Recruitment Full time**FINANCIAL PLANNING ADMINISTRATOR** **LOCATION: EAST LEEDS - FREE ON-SITE PARKING** **SAALRY: UP TO 26,000** NJR Recruitment are currently working with a well-known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirt of Leeds, our client is looking to recruit an...
-
Administrator
1 week ago
Leeds, United Kingdom Vista Financial Management Limited Full timeJob Overview: **Duties**: - Liaising with clients, advisors, solicitors and lenders on a daily basis. - Chase missing documents from advisers and clients. - Perform clerical duties such as filing, photocopying, and data entry. - Manage phone calls and correspondence with professionalism. - Computerise documents and maintain digital records. - Assist with...