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Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full timeJob 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...
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Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full timeJob 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...
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Financial Services Administrator
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Financial Services Administrator
2 months ago
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 Responsibilities:- Provide administrative support to Financial Advisers and other colleagues, including processing new and existing business, preparing compliance documentation, and answering client queries.
- Collaborate with colleagues to promote our services in a professional and FCA-compliant manner.
- Deal effectively with client queries and communicate with colleagues and other stakeholders.
- Ensure all files are compliant with our internal and external compliance procedures.
- Liaise with product providers and other third parties.
- Financial Services experience, specifically in providing administration support for an IFA.
- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Excellent communication and interpersonal skills, both written and verbal.
- Good IT skills, including proficiency in Microsoft Office and Intelliflo.
- Opportunity to work in a dynamic and supportive team environment.
- Professional development and training opportunities.
- Competitive salary and benefits package.
If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
