At a Glance
- Tasks: Support financial planners and ensure smooth operations in a dynamic financial services environment.
- Company: Reputable financial services organisation located in Leeds city centre.
- Benefits: Hybrid working after training, competitive pay, and potential for permanent role.
- Other info: Challenging role with opportunities for professional growth and development.
- Why this job: Join a team where your skills can make a real difference in client financial planning.
- Qualifications: A-Level education, experience in financial administration, and knowledge of FCA regulations.
The predicted salary is between 30000 - 40000 £ per year.
We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served.
Key duties will include:
- Onboarding of new clients
- Assisting in the administration of client profiles
- Collate information and data about clients and ensure all compliance documents are filed and managed
- Record client related communications
- Providing clients with information and report on financial planning products and services
- Processing client applications and contributions
- Liaise with product providers and other third parties
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
- Assist and prepare correspondence, the pre-completion of documentation ready for clients
- Preparing meeting packs
- Assisting with general client enquiries
This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training period. The successful candidate will have:
- Educated to A-Level standard, including GCSEs in Maths and English.
- Financial Services Regulation & Ethics, Personal Taxation, Trusts, Diploma in Paraplanning, Regulated Diploma in Financial Planning or working towards this qualification. Other technical areas (pensions, long term care etc.) are desirable.
- Experience of working in an administrative role and analysing complex information
- Good knowledge of Financial Services and the FCA.
- Knowledge of Microsoft Office Applications (Intermediate level) - knowledge of Intelligent Office, iress Exchange and Objectway is desirable.
- Ability to adapt and use own initiative and work proactively
- Good attention to detail and proven accuracy skills
If you are available immediately and can commit to this long-term temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.
Senior Financial Services Administrator. Job in Leeds LilyLifestyle Jobs in Morley employer: United Cerebral Palsy of Georgia
Join a reputable financial services organisation in the heart of Leeds, where you will be part of a dynamic team dedicated to delivering exceptional client service. With a strong focus on employee development and a supportive work culture, this role offers the opportunity for growth within a well-established firm. Enjoy the benefits of a hybrid working model after training, alongside a competitive salary and the chance to make a meaningful impact in the financial planning sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Services Administrator. Job in Leeds LilyLifestyle Jobs in Morley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at reputable firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience as a Financial Administrator. This will help you tailor your responses and show them you're the perfect fit!
✨Tip Number 3
Practice your answers to common interview questions, especially those related to compliance and client management. We all know how important attention to detail is in this role, so be ready to showcase your skills with real-life examples.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Services Administrator. Job in Leeds LilyLifestyle Jobs in Morley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Services Administrator role. Highlight your experience in FCA regulated settings and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Experience:In your application, emphasise your previous administrative roles and any experience with financial planning. Use specific examples to demonstrate your ability to handle complex information and client communications effectively.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it's relevant to the role, and make sure to proofread for any errors!
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 United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services regulations and ethics. Familiarise yourself with the FCA guidelines, as well as any specific products or services mentioned in the job description. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Admin Skills
Prepare examples of how you've successfully managed client profiles and handled complex information in previous roles. Be ready to discuss your experience with onboarding clients and ensuring compliance, as these are key aspects of the role. Highlight your attention to detail and accuracy in your responses.
✨Get Comfortable with Tech
Since the role mentions tools like Intelligent Office and iress Exchange, it’s a good idea to familiarise yourself with these platforms if you haven't already. Even if you haven’t used them, showing a willingness to learn and adapt to new technologies can set you apart from other candidates.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics, the onboarding process for new clients, and how success is measured in this role. This not only shows your interest in the position but also gives you insight into whether the company culture aligns with your values.
