Business Administrator (Financial Services) (Outskirts of Leeds, Driver with own transport required)
About the Role
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
- Strong ability to analyse and interpret financial data to solve problems
- High attention to detail, particularly when producing reports and reconciliations
- Proven track record of accuracy in reporting and financial documentation
IT Skills
- Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
- Confident using PowerPoint for presentations
Problem Solving
- Ability to work under pressure and meet deadlines during busy periods
- Strong organisational skills with the ability to prioritise tasks effectively
- Proactive approach to resolving issues and supporting team collaboration
About You
- Previous experience in an administrative role within financial services is highly desirable
- Excellent communication skills and a professional approach to client interaction
- Strong attention to detail and commitment to accuracy
- Self‑motivated with the ability to work independently and as part of a team
Why Apply?
- Opportunity to join a reputable and growing financial services firm
- Supportive and professional working environment
- Career development opportunities within the financial sector
If you're a driven and detail-focused administrator looking for your next step in financial services, we'd love to hear from you.
Apply today with ST TALENT
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