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Financial Services Administrator

4 months 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 person. Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.

You will need experience working within an IFA Practice as an Financial Service Administrator and Financial Services qualifications is preferred but not essential.

**What Your Day to Day Duties Will Include**:

- LOA’s
- Gathering information/research
- Using comparison tools
- Writing Reason Why letters
- Processing new business
- Prepping review packs
- Writing Review Letters
- Processing withdrawals/switches/top ups

**What is Needed to Be Considered For This Role**:

- Back-office system is Intelliflo, so experience of that will be an advantage.
- At least 2 years experience of working as a IFA Administrator.
- Financial Services qualifications are desirable
- Able to cope with IT and telecommunications equipment
- Good communication skills
- Professional attitude

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leeds: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: 1548