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- Tasks: Support financial services by managing client records and processing transactions.
- Company: Established financial services firm on the outskirts of Leeds.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Other info: Opportunity for growth in a dynamic and professional setting.
- Why this job: Perfect for detail-oriented individuals looking to kickstart their career in finance.
- Qualifications: Strong organisational skills and a full driving licence required.
The predicted salary is between 25000 - 35000 £ per year.
ST TALENT is working with a well-established financial services firm based on the outskirts of Leeds to recruit a highly organised and detail-oriented Business Administrator. This is an excellent opportunity for someone with strong analytical ability, administrative experience, and a keen interest in financial services. Due to the location, applicants must hold a full driving licence and have access to their own transport.
Key Responsibilities
- Preparing client valuations and review packs
- Processing new business including quotations, applications, withdrawals, and other transactions via financial platforms
- Conducting money laundering and compliance checks
- Recording and tracking fees to ensure accuracy and up-to-date records
- Producing invoices and receipts
- Maintaining and updating a large client database
- Liaising professionally with clients and providers, offering full IFA support for new and existing clients
- Processing Letters of Authority (LOAs) and collating plan information
Key Skills
Business Administrator employer: ST Talent Ltd
Contact Detail:
ST Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Business Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to shine, so practice answering common interview questions related to administration and financial services. Show them you’re not just organised but also passionate about the industry!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Business Administrator gig! 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 Business Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Administrator role. Highlight your administrative experience and any relevant skills that match the job description, like analytical ability and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in financial services and how your background makes you a great fit for the role. Keep it professional but let your personality show!
Showcase Relevant Experience: When filling out your application, be sure to showcase any experience you have with client valuations, compliance checks, or database management. This will help us see how you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at ST Talent Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the specific tasks mentioned in the job description. Be ready to discuss how your analytical skills can help with client valuations and compliance checks.
✨Show Off Your Organisational Skills
Prepare examples from your past experience that highlight your organisational abilities. Think about times when you successfully managed a large database or processed multiple transactions accurately.
✨Practice Professional Communication
Since liaising with clients is key, practice how you would communicate professionally. Role-play common scenarios where you might need to explain complex information clearly and concisely.
✨Be Ready to Discuss Compliance
Understand the importance of compliance in financial services. Be prepared to talk about your experience with money laundering checks and how you ensure accuracy in record-keeping.