Financial Services Administrator

2 weeks ago

Leeds, United Kingdom The Financial Advice Service Ltd Full time

The 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 the complicated world of finance.

We interact with our clients across multiple platforms that are most convenient for the individual. This allows us to focus our energy and resources on ensuring we are providing our clients with a world class advice service aimed at ensuring they are best placed to achieve their objectives.

As an independent provider of financial advice, we do not act on behalf of any product provider, bank or insurance company so have only our clients’ best interests at heart.

Integrity, openness and a genuine concern for the long-term wellbeing of our clients is at the centre of everything we do.

**MAIN PURPOSE OF JOB**:

- Provide effective administration support to the whole team by carrying out processes that assist with the smooth and efficient running of the business.
- Support the client journey from point of first contact with the business, throughout the initial advice process to completion, and the client’s ongoing advice service.

**REPORTS TO: Administration Manager**

**KEY RESPONSIBILITIES**
- Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
- Taking receipt of, distributing, scanning and electronically filing incoming post.
- Processing outgoing post.
- Liaising with product providers and clients, handling all client queries.
- Building strong rapport with existing and prospective clients.
- Producing and chasing letters of authority.
- Creating and maintaining clients' records in the CRM system.
- Maintaining client confidentiality at all times.
- Running Management Information reports for Directors of the business.
- Completing AML checks.
- Consistently meet KPIs.

**EXPERIENCE/QUALIFICATIONS/SKILLS**
- Proven experience as an office administrator, office assistant or relevant role.
- Experience working within the Financial Services industry.
- Experience of dealing with individuals over the phone and in person.
- Proficient in the use of Microsoft Office software.
- Ability to multi-task and prioritise.

**PERSON SPECIFICATION**
- Strong communication skills with the ability to communicate with all levels
- Strong attention to detail
- Understanding of the need for confidentiality
- Excellent interpersonal skills to form effective and trusting working relationships
- Demonstrate flexibility and adaptability in a changing environment
- Client focused with excellent time management and organisation skills
- Ability to act professionally, with an enthusiastic and positive attitude
- Show determination, the ability to self-motivate and influencing skills
- Commercial awareness
- Exhibit our values:

- **Integrity - Authenticity - Collaboration - Solutions driven - Passion**_

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

**Salary**: £22,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Referral programme
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus
- Tips
- Yearly bonus

Ability to commute/relocate:

- Leeds, LS1 5JW: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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