At a Glance
- Tasks: Support financial planners and ensure smooth operations in a dynamic financial environment.
- Company: Reputable financial services organisation based 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 and development.
- Why this job: Join a team that values high standards and client satisfaction in financial planning.
- Qualifications: A-Level education, experience in financial administration, and knowledge of FCA regulations.
The predicted salary is between 30000 - 40000 £ per year.
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 Morley 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-regulated environment. Enjoy the benefits of a hybrid working model after training, alongside a competitive salary and the chance to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Administrator in Morley
✨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 or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and services. We recommend creating a cheat sheet of key terms and concepts that you can refer to before your interview.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of how you've successfully managed client profiles or compliance documents in the past. This will demonstrate your ability to handle the responsibilities of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Administrator in Morley
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 correctly.
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.
✨Get Familiar with Tech Tools
If you have experience with Microsoft Office, Intelligent Office, or iress Exchange, be sure to mention it. If not, take some time to learn the basics of these tools. Being tech-savvy can set you apart from other candidates and show that you're proactive about adapting to new systems.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This could be about the team dynamics, the company culture, or how success is measured in this role. Asking questions shows your interest in the position and helps you determine if it's the right fit for you.
