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For Companies At a Glance
- Tasks: Manage client valuations, process transactions, and maintain accurate records in a dynamic financial environment.
- Company: Established financial services firm on the outskirts of Leeds with a supportive team culture.
- Benefits: Competitive salary, professional development opportunities, and a chance to grow in the financial sector.
- Other info: Exciting opportunity for career growth in a fast-paced financial services setting.
- Why this job: Join a reputable firm and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills, analytical ability, and a full driving licence with own transport.
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
Business Administrator employer: ST Talent
Contact Detail:
ST Talent 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, drop a quick thank-you email to express your appreciation. 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’ve got all the latest listings, and applying directly can sometimes give you an edge over other candidates.
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 analytical skills and any relevant administrative experience, especially in financial services. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your skills align with the key responsibilities. We love seeing genuine enthusiasm for the position!
Showcase Your Attention to Detail: As a Business Administrator, attention to detail is crucial. In your application, mention specific examples where you've demonstrated this skill, whether it's through managing databases or processing transactions accurately. We appreciate candidates who can keep things organised!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at ST Talent
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of client valuations, compliance checks, and the financial platforms mentioned in the job description. This will show that you're not just organised but also genuinely interested in the field.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you've demonstrated strong organisational skills. Whether it's managing a large database or processing transactions accurately, be ready to discuss how you keep everything in order and ensure nothing slips through the cracks.
✨Practice Professional Communication
Since liaising with clients is a key part of the role, practice your communication skills. Think about how you would explain complex information clearly and concisely. You might even want to role-play some scenarios with a friend to get comfortable.
✨Be Ready for Compliance Questions
Given the importance of compliance in financial services, prepare for questions related to money laundering checks and regulatory requirements. Familiarise yourself with common practices and be ready to discuss how you would handle compliance-related tasks in your role.