Finance Administrator - Leeds, United Kingdom - Si Recruitment Limited

Si Recruitment Limited

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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

Ref: 22066

INDADM

Job Types:
Full-time, Permanent

Salary:
£24,000.00-£26,000.00 per year

Experience:

- professional services: 1 year (required)

Ability to Commute: