Financial Services Administrator - Leeds, United Kingdom - Recruit UK

Recruit UK

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role:
Financial Services Administrator

Reporting to:
Managing Director and Operations Director

Salary:
Ranging from £21,000 to £30,000 per annum

Location:
Central Leeds

Reference Number: 8179

They are looking to expand their administrative team and are interested in individuals with prior experience as an administrator within the financial services field or those interested in pursuing a career in this sector.

This is a flexible position with a suitability range from Graduate up to the financial services industry professional level.

Previous experience working in a sensitive sector or dealing with delicate cases would give you a key advantage for this position, as you will also be working within a also be working in a Legal environment.

Benefits:

Flexible home/office working after training is complete.
Study/examination support

Responsibilities:

Creation and maintenance of client files
Sustaining administration systems
Compilation of new business documents
Preparation of information and comparisons for IFA analysis
Serving as a primary point of contact, efficiently addressing client and thirdparty inquiries through effective communication

Essential Experience/ Qualifications:

Familiarity with the Financial Planning process
Capability to achieve established goals independently.
Effective time management and workload prioritization skills
Exceptional attention to detail
Strong interpersonal skills, both written and verbal
Proficiency in IT

Desired Experience/ Qualifications:

Financial Services industry background
Comprehensive understanding of the financial services
Relevant qualifications in Financial Services

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Leeds on a Financial Administrator role.

Salary:
£21,000.00-£30,000.00 per year

Benefits: