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- Tasks: Support financial services by managing client valuations 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: Must have a full driving licence and own transport.
- Why this job: Perfect for detail-oriented individuals looking to kickstart their career in finance.
- Qualifications: Strong analytical skills and administrative experience required.
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
Key Skills & Experience
- Analytical skills
- Administrative experience
- Interest in financial services
Business Administrator in Leeds employer: ST Talent
Contact Detail:
ST Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administrator in Leeds
✨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. Show them that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute as a Business Administrator. Tailor your answers to reflect their needs!
✨Tip Number 3
Practice your analytical skills! Since this role requires strong analytical ability, brush up on relevant tools and techniques. Be ready to discuss how you've used these skills in past roles during your interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications with us!
We think you need these skills to ace Business Administrator in Leeds
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. 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 financial services and how your skills can benefit us. Keep it professional but let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on tasks that relate to the key responsibilities listed in the job description. If you've handled client databases or processed transactions before, make sure we know about it!
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 ST Talent
✨Know Your Numbers
As a Business Administrator in financial services, you'll need to demonstrate your analytical skills. Brush up on key financial concepts and be ready to discuss how you've used data to make informed decisions in previous roles.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects simultaneously. Highlight your attention to detail, especially when it comes to processing transactions and maintaining client records.
✨Familiarise Yourself with Compliance
Since the role involves conducting money laundering and compliance checks, make sure you understand the basics of these processes. Be prepared to discuss any relevant experience you have in ensuring compliance in previous positions.
✨Practice Professional Communication
You'll be liaising with clients and providers, so practice articulating your thoughts clearly and professionally. Consider role-playing common scenarios you might encounter in the role to build your confidence.