Financial Services Administrator
Financial Services Administrator

Financial Services Administrator

Leeds Full-Time 22000 - 24000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients and colleagues with administrative tasks in a dynamic financial services environment.
  • Company: Join a leading financial services employer in a modern office in central Leeds.
  • Benefits: Enjoy a salary of £26,000-£28,000pa and hybrid working options.
  • Why this job: Be part of a prestigious organisation that values diversity and offers growth opportunities.
  • Qualifications: Experience in financial services administration and strong attention to detail required.
  • Other info: We welcome applications from all backgrounds and ensure a fair recruitment process.

The predicted salary is between 22000 - 24000 £ per year.

We're excited to be recruiting a Financial Services Administrator to join the team at a leading Financial Services employer, based in beautiful modern office in central Leeds, close to the train station.

This role pays £26,000- £28,000pa and offers hybrid working.

In this role, you will be providing administrative support to clients and colleagues. Applicants must have experience in financial services or regulated sector administration, ideally with experience of transfers, settlements or stock-related administration.

The role

  • Updating internal records to reflect work in progress.
  • Monitoring of transactions.
  • Processing information.
  • Stock and cash reconciliations.
  • Producing and distributing regular letters, reports, and statements to clients.
  • Checking and processing records on multiple bespoke systems.
  • Updating and maintaining data on Excel spreadsheets.
  • Ensuring all actions are completed within our agreed deadlines.

About you

  • Previous administrative experience, ideally within financial services or another regulated industry.
  • Excellent attention to detail.
  • Ability to organise, plan, coordinate, communicate and escalate tasks based on provided priorities.
  • Excellent time management and organisational skills.
  • Proactive and thorough approach to dealing with workload.
  • Self-starter who is comfortable working without supervision and as part of a team.
  • Willingness to learn new processes and systems.
  • Confident user of IT systems, particularly Microsoft Excel.

This is an excellent opportunity for an experienced Financial Services Administrator to join a prestigious organisation.

Financial Services Administrator employer: Huntress - Leeds

Join a leading Financial Services employer in the heart of Leeds, where you will thrive in a vibrant and inclusive work culture that values your contributions. With competitive salaries, hybrid working options, and a commitment to employee development, this role offers not just a job, but a pathway to grow your career in a supportive environment. Enjoy the benefits of modern office facilities and the convenience of being close to transport links, making your daily commute a breeze.
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Contact Detail:

Huntress - Leeds Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Administrator

✨Tip Number 1

Familiarise yourself with the specific financial services regulations and practices relevant to the role. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry.

✨Tip Number 2

Network with professionals already working in financial services, especially those in administrative roles. They can provide insights into the day-to-day responsibilities and may even refer you to opportunities within their organisations.

✨Tip Number 3

Brush up on your Excel skills, as this role requires a confident user of IT systems. Consider taking an online course or tutorial to enhance your proficiency, which will make you stand out during the selection process.

✨Tip Number 4

Prepare for potential interview questions by practising how you would handle specific scenarios related to transaction monitoring and record-keeping. This will showcase your problem-solving abilities and attention to detail.

We think you need these skills to ace Financial Services Administrator

Experience in Financial Services Administration
Knowledge of Transfers and Settlements
Stock-related Administration
Attention to Detail
Time Management Skills
Organisational Skills
Proactive Work Ethic
Ability to Work Independently and as Part of a Team
Familiarity with IT Systems
Advanced Microsoft Excel Skills
Data Entry and Record Keeping
Communication Skills
Ability to Meet Deadlines
Adaptability to New Processes and Systems

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your previous administrative experience, especially in financial services or regulated sectors. Emphasise any specific tasks related to transfers, settlements, or stock administration.

Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention your proactive approach and ability to work independently as well as part of a team, which are key for this role.

Highlight Relevant Skills: In your application, clearly outline your proficiency with IT systems, particularly Microsoft Excel. Provide examples of how you've used these skills in previous roles to manage data and produce reports.

Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-presented application reflects your attention to detail, which is crucial for the Financial Services Administrator role.

How to prepare for a job interview at Huntress - Leeds

✨Showcase Your Financial Services Knowledge

Make sure to highlight your experience in financial services or regulated sector administration. Be prepared to discuss specific tasks you've handled, such as transfers, settlements, or stock-related administration, as this will demonstrate your suitability for the role.

✨Demonstrate Attention to Detail

Since the role requires excellent attention to detail, prepare examples of how you've ensured accuracy in your previous work. Discuss any processes you followed to double-check your work and how you managed to avoid errors in data handling.

✨Emphasise Time Management Skills

The ability to meet deadlines is crucial in this position. Share instances where you successfully managed multiple tasks or projects simultaneously, and explain how you prioritised your workload to ensure timely completion.

✨Familiarity with IT Systems

As a confident user of IT systems, particularly Microsoft Excel, be ready to discuss your proficiency. You might want to mention specific functions or tools you are comfortable with, and how you've used them to improve efficiency in your previous roles.

Financial Services Administrator
Huntress - Leeds
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  • Financial Services Administrator

    Leeds
    Full-Time
    22000 - 24000 £ / year (est.)

    Application deadline: 2027-05-13

  • H

    Huntress - Leeds

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