Back to results list

Financial Administrator Leeds NEW

Location: LEEDS, WEST YORKSHIRE Salary: 18000 - 28000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3110654
Financial  Administrator - Financial Services Leeds City Centre - Salary dependant upon experience

I am delighted to be working on behalf of an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. 
My client is currently growing and looking to recruit a Financial Administrator.
As a Financial Administrator you would be working as part of productive, high performing team, providing full administrative support to an Adviser.
Your role would be to offer the most welcoming, efficient, professional and effective client service possible with a high focus on quality and accuracy.

Your duties would include:
• Processing and monitoring of complex business 
• Ensuring financial transactions are completed correctly and files are fully FCA compliant;
• Ensuring that all client records and data are maintained accurately and efficiently;
• Obtaining and interpreting information from providers and fund managers;
• Liaising with clients, fund managers, solicitors and accountants on a daily basis to obtain relevant information and resolve queries;

• Sending out letters of authority and correspondence to clients, professional introducers and other third parties;
• Diary Management, preparing meeting packs and arranging client meetings;
• Calculations of fees and invoice requests;
• Assisting the Adviser to exceed their income target;

As a successful candidate you will need to have:

Extensive experience in an IFA administration support role;
• A detailed knowledge of the Financial Conduct Authority rules and financial regulations;
• A working knowledge of investments, pensions and protection plans as well as other financial products;
• Strong IT skills, MS Office (PowerPoint, Word and Excel);
• Excellent organisational and communication skills;
• Proven track record in delivering customer satisfaction;
• Good numeracy skills with close attention to detail;
• Experience of working within defined service standards and procedures;
• High levels of integrity, handling confidential information and sensitive matters in a professional manner at all times;
• Able to demonstrate an adaptable/flexible approach to work within a changing and high pressure environment;
• Ability to work within a team environment, unsupervised with a high level of self motivation.

In order to apply, please contact Helen Spriggs on 0113 2368957 or email your cv to

Similar jobs