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.
ST TALENT is acting as an Employment Agency in relation to this vacancy and is recruiting on behalf of our client.
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