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Financial Services Administrator

1 month ago

Leeds UK, West Yorkshire, United Kingdom BWD Search & Selection Full time

Are you an ambitious individual looking to excel in the financial planning sector? We’re seeking a dedicated Client Administrator to join our Financial Planning team in Leeds. You'll provide full administrative support to Financial Planners and build strong client relationships, ensuring a positive and seamless client experience.


What’s in it for you?


As a Client Administrator, you'll receive unparalleled support for your personal and professional growth. You’ll have opportunities to learn from and collaborate with experienced Investment Managers and Financial Advisers.


Key Responsibilities:


  • Collaborate with Financial Planners and Investment Managers to deliver outstanding client outcomes.
  • Build and maintain strong relationships with clients, ensuring regular contact.
  • Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes.
  • Prepare meeting packs and valuations as required.
  • Assist in preparing new business pitches and presentations.
  • Maintain back-office systems and client records in accordance with company policies.


Qualifications:


  • Experience in client administration/IFA support.
  • Familiarity with end-to-end processes.
  • Background in financial services.
  • Strong client service ethic and communication skills.
  • Organizational skills and ability to manage workload effectively.
  • Judgement and reasoning skills to propose solutions.
  • Studying towards Level 4 qualification (preferred but not essential).


Benefits:


  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • On-going study support