Financial Services Administrator

5 months ago

Leeds, United Kingdom Recruit UK Full time

**Role**: Financial Services Administrator

**Reporting to**: Managing Director and Operations Director

**Salary**: Ranging from £21,000 to £30,000 per annum

**Location**: Central Leeds

**Reference Number**: 8179

They are looking to expand their administrative team and are interested in individuals with prior experience as an administrator within the financial services field or those interested in pursuing a career in this sector. This is a flexible position with a suitability range from Graduate up to the financial services industry professional level.

Previous experience working in a sensitive sector or dealing with delicate cases would give you a key advantage for this position, as you will also be working within a also be working in a Legal environment.

**Benefits**:

- Flexible home/office working after training is complete.
- Study/examination support

**Responsibilities**:

- Creation and maintenance of client files
- Sustaining administration systems
- Compilation of new business documents
- Preparation of information and comparisons for IFA analysis
- Serving as a primary point of contact, efficiently addressing client and third-party inquiries through effective communication

**Essential Experience/ Qualifications**:

- Familiarity with the Financial Planning process
- Capability to achieve established goals independently.
- Effective time management and workload prioritization skills
- Exceptional attention to detail
- Strong interpersonal skills, both written and verbal
- Proficiency in IT

**Desired Experience/ Qualifications**:

- Financial Services industry background
- Comprehensive understanding of the financial services
- Relevant qualifications in Financial Services

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Leeds on a Financial Administrator role.

**Salary**: £21,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

Reference ID: 8179

  • Financial Planning Administrator

    5 months ago

    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...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will provide critical support to our Financial Advisors and other colleagues in processing new and existing business, while also ensuring compliance with our...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will provide critical support to our Financial Advisors and other colleagues in processing new and existing business, while also ensuring compliance with our...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key Responsibilities:Provide...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key Responsibilities:Provide...

  • Financial Services Administrator

    2 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorJob Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

  • Financial Services Administrator

    1 month ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    {"Job Title": "Financial Services Administrator", "Job Description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and other colleagues, ensuring the smooth operation of our...

  • Financial Services Administrator

    1 month ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    {"Job Title": "Financial Services Administrator", "Job Description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and other colleagues, ensuring the smooth operation of our...

  • Financial Services Administrator

    3 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and contribute to the smooth operation of our business.Key Responsibilities:Provide...

  • Financial Services Administrator

    2 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job Title: Financial Services AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

  • Financial Services Administrator

    3 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will be responsible for providing administrative support to our Financial Advisers and other colleagues.Key Responsibilities:Provide administrative support to Financial Advisers and other...

  • Financial Services Administrator

    3 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will be responsible for providing administrative support to our Financial Advisers and other colleagues.Key Responsibilities:Provide administrative support to Financial Advisers and other...

  • Financial Services Administrator

    1 day ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job DescriptionThis role is a key part of our administrative team, providing crucial support to our financial advisors and ensuring that our clients receive the best possible service.Key ResponsibilitiesAssist our financial advisors in processing new and existing business, including client reviews, compliance documents, and fund switches.Provide...

  • Financial Services Administrator

    2 weeks ago

    Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Support Specialist, you will provide administrative support to our financial advisors, ensuring the smooth operation of our business.Key ResponsibilitiesProvide administrative support to financial advisors, including processing new...

  • Financial Services Administrator

    3 weeks ago

    Leeds, Leeds, United Kingdom GB035 Mercer (UK) Limited Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our Private Wealth Team at Mercer Private Wealth. As an Administrator, you will provide quality administration support to clients with regard to the transactional elements of their portfolio in line with the Mercer code of professional conduct, The...

  • Financial Services Administrator

    5 months ago

    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....

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in the West Yorkshire area.This is a fantastic opportunity to progress your career in the Financial Services industry, working closely with advisers and clients to provide a friendly and professional point of contact.Key...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in the West Yorkshire area.This is a fantastic opportunity to progress your career within the Financial Services industry, working closely with advisers and clients to provide a friendly and professional point of...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator OpportunityWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in the West Yorkshire area.This is a fantastic opportunity to progress your career within the Financial Services industry, working closely with advisers and clients to provide a friendly and professional point of...

  • Financial Services Paraplanner

    2 weeks ago

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

    Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...