At a Glance
- Tasks: Support clients and ensure smooth operations in a dynamic financial services environment.
- Company: Join a leading recruitment specialist in financial services based in Leeds.
- Benefits: Enjoy 6 weeks holiday, PMI after probation, and a 5% pension contribution.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Be the first point of contact for clients and make a real difference in their experience.
- Qualifications: Customer service skills and experience with Intelligent Office are essential.
The predicted salary is between 21600 - 36000 £ per year.
Location: Leeds
Salary: Up to £30,000 per annum DOE
Benefits:
- 6 weeks holiday plus bank holidays
- PMI after probation
- Pension 5%
About the Role:
Our client is seeking a professional and client-focused Financial Services Administrator to join the team. The Financial Services Administrator will act as the first point of contact for clients, ensuring seamless communication and peace of mind. This role is central to the smooth operation of the office, providing essential support to the Operations Director and IFA team.
Key Responsibilities:
- Client Liaison and Support
- Serve as the initial point of contact for clients, representing the firm professionally at all times.
- Compile client review packs and prepare suitability reports for no change reviews.
- Distribute quarterly Client Investment Performance (CIP) reports to clients.
- Collaborate with paraplanners to ensure all cases in Intelligent Office (IO) are accurate and up to date.
- Administrative and Operational Duties
- Answer incoming calls and direct them to the relevant team members.
- Schedule client appointments and manage diaries effectively.
- Follow internal workflows, processes, and complete tasks assigned to the Financial Services Administrator role.
- Prepare review files in advance of client meetings with the IFA.
- Issue invoices to clients and third parties, and assist with income reconciliation.
- Perform general office duties including post, filing, photocopying, scanning, and printing.
- Maintain office supplies and equipment, including ordering stationery and stamps.
- Provide proactive support to the IFA team and Operations Director to assist with business initiatives.
- Compliance and Process Adherence
- Adhere to all administrative procedures and processes relevant to the Financial Services Administrator role.
- Maintain awareness of IFA and Paraplanner workflows to support operational efficiency.
Knowledge, Skills, and Experience Required:
- RO1 qualification or equivalent (preferred).
- Experience using Intelligent Office (IO) is essential.
- Strong customer service experience, including direct client contact and query resolution.
- Proficiency in Microsoft Office and standard office software.
How to Apply:
If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Financial Services Administrator in Bradford employer: TEMPLEGATE RECRUITMENT LIMITED
At Templegate Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises professional growth and client satisfaction. Located in the vibrant city of Leeds, our Financial Services Administrator role comes with generous benefits including six weeks of holiday, private medical insurance after probation, and a pension scheme, ensuring our employees feel valued and motivated to excel in their careers.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Bradford
✨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 Financial Services 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 culture. Understand their values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Financial Services Administrator, you'll be the first point of contact for clients. Role-play common scenarios with a friend to ensure you can handle client queries smoothly and professionally.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're serious about landing that Financial Services Administrator position with us.
We think you need these skills to ace Financial Services Administrator in Bradford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight relevant experience, especially in client liaison and administrative duties, to show us you’re the perfect fit for our team.
Showcase Your Skills:Don’t forget to showcase your skills in using Intelligent Office (IO) and Microsoft Office. We want to see how your technical abilities can help us streamline operations and enhance client support.
Be Professional:Since this role involves being the first point of contact for clients, ensure your application reflects a professional tone. Use clear language and check for any typos or errors before hitting send!
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 TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties of a Financial Services Administrator. Familiarise yourself with Intelligent Office (IO) and any relevant compliance procedures, as this will show that you're serious about the role.
✨Client-Centric Mindset
Since this role involves direct client contact, be prepared to discuss how you would handle various client scenarios. Think of examples from your past experience where you provided excellent customer service or resolved queries effectively.
✨Showcase Your Organisational Skills
The job requires strong administrative skills, so be ready to talk about how you manage your time and tasks. Bring up specific tools or methods you use to stay organised, especially when juggling multiple responsibilities like scheduling appointments and preparing reports.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or how success is measured in this role. This shows your genuine interest and helps you determine if the company is the right fit for you.
