Financial Services Administrator
1 week ago
Location: Leeds
Salary: £26,000 to £29,000, depending on qualifications and experience
Benefits:
- Private Medical Insurance (PMI)
- Life Cover up to £100,000
- Pension Scheme
- Annual profit-based bonus
- Additional performance-based bonuses twice per year
Job Summary:
We are seeking a detail-oriented and proactive Financial Services Administrator to support a team of Independent Financial Advisers at Templegate Recruitment. The firm is a forward-thinking financial services provider committed to delivering personalized and comprehensive solutions to its clients. With a strong emphasis on cultivating long-term relationships, they offer a wide range of services, including investment management, financial planning, and advisory support.
Key Responsibilities:
- Provide administrative support to Independent Financial Advisers (IFAs) including scheduling meetings, managing diaries, and handling correspondence.
- Prepare and process client documentation, including new business applications, policy updates, and compliance paperwork.
- Maintain accurate and up-to-date client records in our CRM system.
- Assist with the preparation of client reports, valuations, and investment reviews.
- Liaise with clients, insurance providers, and financial institutions to gather information and resolve issues.
- Handle incoming and outgoing communications, including phone calls, emails, and mail.
- Ensure compliance with regulatory requirements and company policies.
- Manage and prioritize multiple tasks effectively, ensuring deadlines are met.
- Support with marketing and client communication initiatives as needed.
Requirements:
- Previous experience in an administrative role, preferably within the financial services industry.
- Strong understanding of financial products and services is advantageous.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM systems.
- Excellent organizational and time-management skills.
- Strong attention to detail and accuracy.
- Effective communication skills, both written and verbal.
- Ability to work independently as well as part of a team.
- A proactive approach to problem-solving and client service.
-
Financial Services Administrator
24 hours ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning Administrator RoleLime People Search & Select Ltd is seeking a skilled Financial Planning Administrator to support our team of Directors and Financial Advisers. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our day-to-day activities.Key Responsibilities:Process and monitor new...
-
Financial Services Administrator
21 hours ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning Administrator RoleLime People Search & Select Ltd is seeking a skilled Financial Planning Administrator to support our team of Directors and Financial Advisers. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our day-to-day activities.Key Responsibilities:Process and monitor new...
-
Financial Services Administrator
2 days ago
Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full timeJob Description**Job Summary:**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ultimate Recruitment Group. As an IFA Support Specialist, you will play a crucial role in providing administrative support to our Financial Advisers and ensuring the smooth operation of our business.Key...
-
Financial Services Administrator
2 days ago
Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full timeJob Description**Job Summary:**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ultimate Recruitment Group. As an IFA Support Specialist, you will play a crucial role in providing administrative support to our Financial Advisers and ensuring the smooth operation of our business.Key...
-
Junior Financial Services Administrator
5 days ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeJob Summary: We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a key member of our Administrative team, you will provide critical support to our Directors and Financial Advisers in day-to-day tasks, including direct contact with clients, 3rd parties, and...
-
Junior Financial Services Administrator
5 days ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeJob Summary: We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a key member of our Administrative team, you will provide critical support to our Directors and Financial Advisers in day-to-day tasks, including direct contact with clients, 3rd parties, and...
-
Financial Risk Manager
6 days ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...
-
Financial Risk Manager
1 week ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...
-
Part Time Financial Services Administrator
4 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob Opportunity for a Part Time Financial Services Administrator About the Role NJR Recruitment is pleased to be working with a small but successful Independent Financial Planning firm based in the heart of the city who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis. This role will work...
-
Part Time Financial Services Administrator
4 days ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob Opportunity for a Part Time Financial Services Administrator About the Role NJR Recruitment is pleased to be working with a small but successful Independent Financial Planning firm based in the heart of the city who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis. This role will work...
-
New Business Coordinator
17 hours ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeAbout the RoleBibby Financial Services is seeking a highly skilled and detail-oriented New Business Coordinator to join our team. As a key member of our team, you will be responsible for ensuring the smooth processing of financial transactions and providing exceptional customer service.Key ResponsibilitiesDocument Management: Ensure all documentation is...
-
New Business Coordinator
20 hours ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeAbout the RoleBibby Financial Services is seeking a highly skilled and detail-oriented New Business Coordinator to join our team. As a key member of our team, you will be responsible for ensuring the smooth processing of financial transactions and providing exceptional customer service.Key ResponsibilitiesDocument Management: Ensure all documentation is...
-
Part Time Financial Services Administrator
1 week ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob Summary NJR Recruitment is pleased to be recruiting for a small but successful Independent Financial Planning firm who are now seeking an ambitious and pro-active Financial Services Administrator to join their team on a part time basis. This role will work directly for the Financial Planners who advise clients on all aspects of Pensions, Investment,...
-
Financial Planning Administrator
4 hours ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
-
Financial Planning Administrator
6 hours ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
-
Financial Planning Administrator
4 hours ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
-
Financial Planning Administrator
6 hours ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
-
Service Designer
3 days ago
Leeds, Leeds, United Kingdom Financial Conduct Authority Full timeAbout the RoleThe Financial Conduct Authority (FCA) is seeking a skilled Service Designer to join its User Centred Design Team. As a Service Designer at the FCA, you will work with cross-functional teams to design and deliver user-centred services that meet the needs of the FCA's customers.Key ResponsibilitiesHelp teams to design services that meet the needs...
-
Service Designer
3 days ago
Leeds, Leeds, United Kingdom Financial Conduct Authority Full timeAbout the RoleThe Financial Conduct Authority (FCA) is seeking a skilled Service Designer to join its User Centred Design Team. As a Service Designer at the FCA, you will work with cross-functional teams to design and deliver user-centred services that meet the needs of the FCA's customers.Key ResponsibilitiesHelp teams to design services that meet the needs...
-
Credit Controller
1 week ago
Leeds, Leeds, United Kingdom Bibby Financial Services Full timeJob DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...
