Finance Administrator - Leeds, United Kingdom - Si Recruitment Limited
Description
Job Title:
Financial Administrator
Location:
Leeds
Hours:
Full Time, Office Based
Salary:
Up to £26,000
We are seeking a detail-oriented Financial Administrator to supervise administrative tasks in a Wealth Management team. This role involves risk management, budget oversight, and will playing a crucial role in maintaining a positive team environment.
Duties:
- Conduct product research and liaise with relevant product providers
- Oversee new business processing and client review preparations
- Provide excellent telephonebased service to clients
- Manage pipeline activity and handle adhoc requests
- Support colleagues for smooth team operation
- Act as a point of contact for advisers and paraplanners
Requirements:
- Knowledge of Intelligent Office is essential
- Minimum 2 years' administration experience in a busy IFA office
- Wide knowledge of industry providers and products
- Proficient in core Microsoft Office systems
Benefits:
- Competitive salary
- 25 days holiday, plus bank holidays
- Holiday buy/sell scheme
- Gym Membership
- Learning & Development scheme
- Private healthcare scheme
- Annual company events
INDADM
Job Types:
Full-time, Permanent
Salary:
£24,000.00-£26,000.00 per year
Experience:
- professional services: 1 year (required)
Ability to Commute:
- Leeds, West Yorkshire (required)
Work Location:
In person
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