Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service in a dynamic environment.
- Company: Leading Financial Planning practice in Leeds with a focus on client satisfaction.
- Benefits: Opportunity for career growth, exposure to diverse financial products, and supportive team culture.
- Why this job: Join a forward-thinking team and make a real impact in the financial services sector.
- Qualifications: 5+ years in IFA administration and knowledge of Intelligent Office CRM required.
- Other info: Collaborative atmosphere with opportunities for professional development.
The predicted salary is between 28800 - 43200 £ per year.
Tailored Recruitment Partners are working with a leading Financial Planning practice to recruit an experienced Financial Administrator to join an expanding business in Leeds.
The Opportunity
Are you passionate about financial services and eager to build a career in a dynamic, client-focused environment? As a Financial Services Administrator, you'll play a key role in supporting a team of expert advisers and ensuring clients receive outstanding service. If you're looking for a role that offers variety, responsibility, and the chance to develop within a forward-thinking team, this is the opportunity for you. You'll gain exposure to a wide range of financial products, client management tools, and industry best practices. Plus, you'll work alongside experienced professionals who are committed to your growth and success.
Key Responsibilities
- CRM Management: Maintain the CRM system (Intelligent Office) to ensure that client information is entered fully and accurately, keeping client records up-to-date and organised.
- Client Reviews: Ensure that client reviews are scheduled in line with FCA guidelines, including arranging and preparing review packs for advisers.
- New Business & Transactions: Process new business, fund switches, withdrawals, and ensure all client transactions are completed in a timely manner and remain fully FCA compliant.
- Product Research: Conduct product research to support advisers in providing clients with the best financial solutions.
- Liaising with Third Parties: Contact and liaise with relevant product providers and third parties, ensuring smooth and efficient communication.
- Client Service: Deliver exceptional telephone-based support to clients, handling queries and offering proactive solutions.
- Pipeline Management: Manage and track pipeline activity, ensuring that tasks are prioritised and deadlines are met.
- Ad-Hoc Requests: Action any ad-hoc requests from clients or advisers to ensure smooth operations.
- Team Support: Provide support to colleagues, fostering a collaborative and effective team environment.
What You'll Bring
To excel in this role, we’re looking for someone who can demonstrate the following:
- Experience & Expertise:
- Knowledge of Intelligent Office: You must have a solid understanding of the Intelligent Office CRM system and be able to use it to maintain and manage client records efficiently.
- 5+ Years’ Experience in IFA Administration: Ideally, you’ll have at least five years’ experience working within a busy IFA office, giving you a solid understanding of the fast-paced nature of financial services administration.
- Industry Knowledge: You’ll have a wide-ranging knowledge of different financial industry providers and products, enabling you to support advisers and clients effectively.
- Proficient IT Skills: You’ll be proficient in Microsoft Office systems (Word, Excel, Outlook, etc.) and have the ability to learn new systems quickly.
Financial Services Administrator in Leeds employer: Tailored Recruitment Partners Limited
Contact Detail:
Tailored Recruitment Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services 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 lookout for opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and resources that can give you an edge in your job search. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Services Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience with CRM systems like Intelligent Office and any relevant financial services background. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial services and how you can contribute to our team. Be sure to mention specific experiences that relate to the key responsibilities outlined in the job description.
Showcase Your Skills: In your application, don’t forget to showcase your IT skills and any experience with product research or client management. We love candidates who can demonstrate their ability to handle the fast-paced nature of financial administration.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Tailored Recruitment Partners Limited
✨Know Your Financial Products
Before the interview, brush up on your knowledge of various financial products and services. Being able to discuss these confidently will show that you're not just passionate about the role but also well-informed, which is crucial for a Financial Services Administrator.
✨Familiarise Yourself with Intelligent Office
Since the job requires experience with the Intelligent Office CRM system, make sure you understand its key features. If possible, practice using it or watch tutorials online. This will help you speak knowledgeably about how you can manage client records effectively.
✨Prepare for Client Scenarios
Think of potential client scenarios you might encounter in this role. Prepare examples of how you would handle client queries or manage transactions. This will demonstrate your problem-solving skills and your ability to deliver exceptional client service.
✨Show Your Team Spirit
The role emphasises collaboration, so be ready to discuss how you've supported colleagues in previous positions. Share specific examples that highlight your teamwork skills and your commitment to fostering a positive work environment.
