At a Glance
- Tasks: Provide top-notch admin support for financial platforms and ensure smooth operations.
- Company: Join an award-winning team in the financial services industry.
- Benefits: Enjoy a competitive salary, bonus scheme, private healthcare, and professional development support.
- Other info: Great career growth opportunities and a supportive team culture.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: 1-2 years in financial services preferred; strong attention to detail and IT skills required.
The predicted salary is between 36000 - 44000 £ per year.
Do you want to work with an award-winning team?
To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy.
Responsibilities
- To be the first point of contact for TPO Invest & TPO Wealth support.
- To be the technical helpdesk support for Investment Champion D2C platform.
- Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus.
- Provide an excellent email and telephone support to internal advisers, client services and paraplanners.
- To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way.
- To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure.
- Process and monitor any relevant business on the TPO Invest Platform.
- Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform.
- Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate.
- Support to the rebalance project for bulk trading for any Advisory Rebalance activity.
- Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate.
- Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs.
- Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently.
- Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal.
- Develop and maintain effective relationships with colleagues and third parties.
- Be aware and act upon any compliance, risk, and quality issues.
- Provide recommendations/improvement ideas to increase operational efficiencies within the team.
Benefits
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
- *after qualifying period
- Knowledge, Skills and Experience
- 1-2 years of operational experience within the Financial Services industry (preferred but not essential)
- Knowledge and/or experience of administering advisory products i. e., ISA/GIA/SIPP/Bond is desirable
- Excellent attention to detail and ability to work to tight deadlines
- Proficient IT skills in core Microsoft Office systems
- Organisation and prioritisation skills
- Excellent verbal and written communication skills with an eye for detail
- Professional telephone manner
- Core Requirements
- Compliance with the Financial Conduct Authority Handbook and that body’s regulations;
- Maintain an understanding of the regulatory environment commensurate with the role;
- Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures;
- Build and maintain effective relationships within The Private Office;
- Motivate and develop fellow employees;
- Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business;
- Undertake the working day in accordance with The Private Office’s Core Values.
- #J-18808-Ljbffr
Financial Services Administrator in Leeds employer: The Private Office LLP
As a Trainee Financial Adviser at TPO Wealth, you will join a dynamic and supportive team dedicated to your professional growth. With a structured training plan, mentorship from experienced advisers, and a range of benefits including private healthcare and a company pension scheme, TPO Wealth fosters a culture of excellence and continuous development. Located in a vibrant area, this role offers the unique opportunity to engage directly with clients while building the skills necessary to become a Chartered Financial Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Private Office LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Services Administrator in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Private Office LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Private Office LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Private Office LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Private Office LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Private Office LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Private Office LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
