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- Tasks: Manage client valuations, process transactions, and ensure compliance in a dynamic financial environment.
- Company: Reputable financial services firm on the outskirts of Leeds.
- Benefits: Supportive work culture, career development opportunities, and a chance to grow in finance.
- Other info: Must have a driving licence and own transport for this role.
- Why this job: Join a growing team and make a real impact in the financial sector.
- Qualifications: Experience in administration, strong analytical skills, and proficiency in Microsoft Excel.
The predicted salary is between 30000 - 40000 £ 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
- Analytical Skills
- Strong ability to analyse and interpret financial data to solve problems
- High attention to detail, particularly when producing reports and reconciliations
- Proven track record of accuracy in reporting and financial documentation
- IT Skills
- Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
- Confident using PowerPoint for presentations
- Problem Solving
- Ability to work under pressure and meet deadlines during busy periods
- Strong organisational skills with the ability to prioritise tasks effectively
- Proactive approach to resolving issues and supporting team collaboration
- Previous experience in an administrative role within financial services is highly desirable
- Excellent communication skills and a professional approach to client interaction
- Strong attention to detail and commitment to accuracy
- Self-motivated with the ability to work independently and as part of a team
- Opportunity to join a reputable and growing financial services firm
- Supportive and professional working environment
- Career development opportunities within the financial sector
If you’re a driven and detail-focused administrator looking for your next step in financial services, we’d love to hear from you. Apply today with ST TALENT.
Business Administrator in Scholes employer: ST Talent Ltd
Contact Detail:
ST Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administrator in Scholes
✨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. Tailor your answers to show how your skills, especially in analytical tasks and client interaction, align with what they’re looking for. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We make it easy for you to showcase your skills and experience directly to employers. Plus, it’s a great way to stay updated on new opportunities in financial services.
We think you need these skills to ace Business Administrator in Scholes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your analytical skills and administrative experience, especially in financial services. We want to see how your background aligns with the key responsibilities listed in the job description.
Showcase Attention to Detail: Since accuracy is crucial for this role, include examples of how you've maintained precision in your previous work. We love seeing candidates who take pride in their attention to detail!
Highlight IT Proficiency: Don’t forget to mention your advanced skills in Microsoft Excel and PowerPoint. We’re looking for someone who can handle financial data and create presentations with ease, so make that shine in your application.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at ST Talent Ltd
✨Know Your Numbers
Brush up on your financial data analysis skills. Be prepared to discuss how you've interpreted financial information in past roles, as this will show your analytical ability and attention to detail.
✨Master Microsoft Excel
Since advanced Excel skills are a must for this role, practice using functions and formulas relevant to financial reporting. Bring examples of reports you've created to demonstrate your proficiency during the interview.
✨Showcase Your Organisational Skills
Prepare to talk about how you prioritise tasks and manage your time effectively, especially under pressure. Think of specific examples where your organisational skills made a difference in your previous roles.
✨Communicate Professionally
As client interaction is key, practice your communication skills. Be ready to explain how you've liaised with clients or colleagues in the past, highlighting your professional approach and commitment to accuracy.