Current jobs related to Financial Services Administrator - Leeds, Leeds - Lazenby's Financial Services

  • 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

    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 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 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

    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 other colleagues, ensuring the smooth operation of our business.Key...

  • Financial Services Administrator

    4 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

    4 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

    6 days 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

    3 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

    4 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 Paraplanner

    3 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...

  • Financial Services Paraplanner

    3 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...

  • Financial Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom IPS Finance Full time

    Financial AdministratorIPS Finance is seeking an experienced Financial Administrator to join their team in Leeds City Centre. The ideal candidate will have a background in professional services and be able to support the fee earners with financial management of matters and work towards the financial strategy of the firm.Key Responsibilities:Preparing and...

  • Financial Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom IPS Finance Full time

    Finance Administrator Opportunity at IPS FinanceWe are seeking an experienced Finance Administrator to join our team at IPS Finance, a reputable law firm based in Leeds City Centre. As a key member of our finance team, you will play a vital role in supporting the fee earners with financial management of matters and contributing to the firm's financial...

  • Financial Services Associate

    6 days ago

    Leeds, Leeds, United Kingdom Lowell Financial Ltd Full time

    About the RoleWe are seeking an experienced Customer Solutions Expert to join our team at Lowell Financial Ltd.Key ResponsibilitiesSupport customers through various stages of the debt recovery process.Provide empathetic and professional service to meet customer needs.Meet targets and contribute to the team's success.What You'll GetA starting salary from...

  • Financial Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Rachel Clark Legal Recruitment Full time

    Clark Legal Recruitment is seeking a skilled Financial Administrator to join their team in Leeds. As a Financial Administrator, you will be responsible for processing electronic payments, reconciling bank statements, and preparing budgets. You will also assist in the preparation of annual and periodic accounts, and submit claims for fees both by post and...

  • Financial Planning Assistant

    4 weeks ago

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

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Financial Planning Assistant

    4 weeks ago

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

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Job Title: Payments & Refunds AdministratorThis is an exciting opportunity to join our Client Money team in Leeds, where you will play a key role in managing financial transactions and ensuring compliance with regulatory requirements.Key Responsibilities:Collaborate with your Line Manager to set and achieve yearly objectives, managing your workload to ensure...

  • Financial Services Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

    Job Title: Payments & Refunds AdministratorThis is an exciting opportunity to join our Client Money team in Leeds, where you will play a key role in managing financial transactions and ensuring compliance with regulatory requirements.Key Responsibilities:Collaborate with your Line Manager to set and achieve yearly objectives, managing your workload to ensure...

  • AAT Financial Administrator Apprentice

    7 days ago

    Leeds, Leeds, United Kingdom CLD Recruitment (Leeds) Ltd Full time

    Financial Administrator RoleCLD Recruitment (Leeds) Ltd is seeking a Financial Administrator to support the fee earners with financial management of matters.The successful candidate will work as part of a team, supporting the financial strategy of the firm.Key Responsibilities:Proactively manage financial processes within the team.Prepare and send bills to...

Financial Services Administrator

2 months ago

Leeds, Leeds, United Kingdom Lazenby's Financial Services Full time

Job Title: Report Writer and Senior Administrator

Company Description:

Lazenby's Financial Services is an independent financial advice team located in the UK. Our team of experienced financial advisers offers unbiased advice and bespoke financial plans to help our clients build a secure financial future. We provide a range of financial planning services, including pension advice, retirement planning, investment funds advice, and inheritance tax planning, focusing on finding the best solution(s) for our clients' financial objectives and attitude to risk.

Key Benefits:

Competitive salary: £26,000 per annum

6 weeks' holiday per year plus bank holidays

Private Medical Insurance

Opportunity to study and be promoted to a paraplanner

Job Responsibilities:

Work closely with IFA and Paraplanner to deliver quality suitability reports to clients

Understand client needs and objectives based on the information provided by the Paraplanner and IFA

Prepare clear, succinct, and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations

Regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline

Provide the IFA with fund switch reports and GIA to ISA reports

Input and maintain quality records on our client practice management system, Intelligent Office

Ensure all new business applications are submitted within timescales

Cover for Administrator when not in the office

Use initiative with regard to office tasks and functions, manage and prioritise own workload in consultation with the IFA and paraplanner

The job holder will attend training courses and other team events as required

Requirements:

Experience working in the Financial Services sector

Experience and full understanding of FCA compliance requirements

Experience in writing complex and detailed reports for cases

Ability to assess information, make comparisons, and identify critical features

Experience in updating client electronic files

Fully competent in desktop applications (Microsoft Word, Excel, Outlook)

Flexible in terms of the ability to operate in and contribute to a changing environment

Excellent planning, organising, and prioritising skills