At a Glance
- Tasks: Support financial planners and ensure smooth client onboarding and administration.
- Company: Reputable financial services organisation in Leeds city centre.
- Benefits: Hybrid working after training, competitive pay, and potential for permanent role.
- Other info: Challenging role with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: A-Levels, experience in financial admin, and knowledge of FCA regulations.
The predicted salary is between 19 - 19 € per hour.
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 9-5 Monday-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.
Senior Financial Administrator in Leeds employer: Lucy Walker Recruitment
Join a reputable financial services organisation in the heart of Leeds, where you will be part of a dynamic team dedicated to delivering exceptional client service. With a strong focus on employee development and a supportive work culture, this role offers the opportunity for growth within a well-regarded FCA regulated environment. Enjoy the benefits of a hybrid working model after training, alongside a commitment to maintaining high standards in financial administration.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with FCA regulations. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance. We recommend creating a cheat sheet of key terms and concepts to help you feel confident when discussing your expertise.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Financial Administrator role. We make it easy for you to showcase your skills and experience directly to employers looking for someone just like you!
We think you need these skills to ace Senior Financial Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience in FCA regulated settings and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Experience:In your application, emphasise your previous administrative roles and any experience with financial planning. Use specific examples to demonstrate your ability to handle complex information and client communications effectively.
Attention to Detail is Key:Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their information clearly and professionally.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Lucy Walker Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially FCA regulations. Be ready to discuss your experience in an FCA regulated setting and how it relates to the role. This will show that you understand the industry and can hit the ground running.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative work, particularly in client onboarding and managing compliance documents. Highlight your attention to detail and accuracy, as these are crucial for the role. Use specific scenarios to demonstrate how you've successfully handled complex information.
✨Familiarise Yourself with Tools
If you have experience with Microsoft Office Applications or any specific tools like Intelligent Office or iress Exchange, be sure to mention it. If you’re not familiar with them, do a bit of research beforehand. Showing that you can adapt to new software will impress the interviewers.
✨Prepare Questions
Think of insightful questions to ask about the team dynamics and the company culture. This shows your interest in the role and helps you gauge if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers and make a memorable impression.
