Description
We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served.
Key duties will include:
- Onboarding of new clients
- Assisting in the administration of client profiles
- Collate information and data about clients and ensure all compliance documents are filed and managed
- Record client related communications
- Providing clients with information and report on financial planning products and services
- Processing client applications and contributions
- Liaise with product providers and other third parties
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
- Assist and prepare correspondence, the pre-completion of documentation ready for clients
- Preparing meeting packs
- Assisting with general client enquiries
This is a challenging role for an experienced Financial Administrator, working 9:00am – 5:00pm Monday to Friday this is a hybrid role after an initial training period, the successful candidate will have:
- Educated to A-Level standard, including GCSEs in Maths and English
- Financial Services Regulation & Ethics, Personal Taxation, Trusts, Diploma in Paraplanning, Regulated Diploma in Financial Planning or working towards this qualification. Other technical areas (pensions, long term care etc.) are desirable
- Experience of working in an administrative role and analysing complex information
- Good knowledge of Financial Services and the FCA.
- Knowledge of Microsoft Office Applications (Intermediate level) – knowledge of Intelligent Office, iress Exchange and Objectway is desirable.
- Ability to adapt and use own initiative and work proactively
- Good attention to detail and proven accuracy skills
If you are available immediately and can commit to this long-term temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.
