At a Glance
- Tasks: Provide essential admin support to Financial Advisers and ensure clients receive top-notch service.
- Company: A supportive, family-friendly financial planning firm in Leeds.
- Benefits: Flexible part-time hours, 25 days holiday, private medical insurance, and professional development.
- Other info: Enjoy a dynamic work environment with a focus on work-life balance.
- Why this job: Join a close-knit team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services or wealth management, strong admin skills, and adaptability.
The predicted salary is between 31500 - 38500 £ per year.
Recruit UK is working with a fantastic small close-knit firm in Leeds that is looking for an experienced Client Administrator to join a Financial Planning firm to join its growing team. This is a fabulous opportunity for someone with financial services or wealth management experience who is looking for a family-friendly and supportive working environment that promotes work-life balance.
The Role: As a Client Administrator, you will provide essential administrative support to the Financial Adviser, helping to ensure clients receive an efficient and professional service.
Responsibilities:
- Process new business, client onboarding and ongoing administration.
- Liaise with product providers regarding investments, pensions and protection policies.
- Ensure all documentation meets FCA regulatory standards.
- Assist with investment and pension cases, including regular contributions and lump sum investments.
- Confidently make outbound calls to clients to arrange Annual Review Meetings.
What’s in it for you:
- 25 days holiday.
- Part time, with hours to suit you and your lifestyle (ideally 21 hours).
- 5% pension.
- Additional sick leave/mental health days.
- Private Medical Insurance.
- Professional development.
- Small and boutique firm.
Skills and experience required:
- Ideally previous experience in Financial Services or Wealth Management.
- Strong administrative, communications and interpersonal skills.
- Highly adaptable to fast changing priorities.
- Proficient in Microsoft Office and CRM systems.
Get in touch or apply online to find out more about this opportunity!
Client Administrator in Leeds employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Leeds
✨Dive into Financial Communities
Join financial forums and local networking events where professionals in financial controlling hang out. Places like the Association of Chartered Certified Accountants (ACCA) or local finance meetups can connect us with insiders who know about part-time opportunities, like the one at Recruit UK Careers.
✨Leverage Campus Resources
If we’re still studying or recently graduated, let’s not forget to use our university’s career services. They often have leads on part-time roles in financial controlling, particularly with companies looking for students to fill these positions, making it a win-win!
✨Demonstrate Your Skills Publicly
Share your insights on financial topics through blogs or LinkedIn posts. Showcasing our expertise in areas like budgeting, forecasting, or variance analysis can attract the attention of potential employers, including Recruit UK Careers. Plus, it sets us apart from other candidates.
✨Check Out Freelance Platforms
Even for a part-time gig, consider platforms like Upwork or Freelancer. They often have short-term projects in financial controlling, and landing one can help us build our portfolio. Keep an eye on roles that could lead to more permanent positions at places like Recruit UK Careers.
We think you need these skills to ace Client Administrator in Leeds
Some tips for your application 🫡
Show Off Your Financial Acumen:For a role in financial controlling, we really want to see your analytical skills shine through. Make sure your CV highlights any coursework or experience with financial analysis, budgeting, and forecasting. If you've worked on any projects that involved financial modelling, definitely mention those!
Quantified Achievements Are Key:In financial roles, numbers speak volumes. When detailing your experience, use quantifiable achievements whenever possible. For example, if you helped reduce costs or improved a process, include the percentage or amount saved. This will make your application really pop!
Tailor Your Cover Letter to Part-Time Availability:Since this is a part-time position, it's super important to specify your availability in your cover letter. We want to know when you can work and how you plan to balance this role with other commitments. Highlight your motivation for joining Recruit UK Careers and why this flexibility fits your lifestyle.
Highlight Relevant Qualifications:If you have any certifications related to finance or accounting (like ACCA or CIMA), make sure they're front and centre in your application. Even if you're studying towards a qualification, mention that too! It shows your commitment to the field and continuous improvement.
How to prepare for a job interview at Recruit UK Careers
✨Get comfy with numbers!
Since you're diving into financial controlling, be ready to crunch some numbers during the interview. Brush up on key financial concepts and be prepared for technical questions about budgeting, forecasting, and variance analysis. Practicing some numerical problems will really help us shine!
✨Show off your analytical skills
For a part-time role in financial controlling, you'll likely face scenario-based questions. Prepare to discuss how you would analyse company performance or tackle cash flow issues. We want to demonstrate our problem-solving approach and critical thinking—making a sense of data is key!
✨Bring your portfolio of wins
Even if it’s part-time, showcasing our past experience can set us apart. Gather examples of projects where you implemented financial controls or helped improve reporting processes. Concrete achievements give us an edge, showing that we can deliver real value to Recruit UK Careers.
✨Know the part-time game
With part-time roles, employers want to see that we can effectively manage our time. Be ready to discuss our availability and how we plan to balance work and other commitments. We should convey our motivation and readiness to contribute without compromising quality!
