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Financial Services Administrator

7 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