Financial Services Administrator

Description

Job Title: Financial Services Administrator

Location: Leeds, UK

Salary: GBP17,500 GBP20,000 per year

Hours of Work: Part-time (approx. 25 hours per week, flexible)

Role Overview

We are seeking an experienced Financial Services Administrator to join a professional team in Leeds.

This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team.

The position is ideal for a detail-oriented professional who thrives in a busy environment and is looking to progress their career in financial services.

Key Responsibilities

Support administrative tasks to maintain smooth operations within the teamCommunicate effectively with clients, providers, and internal teamsPrepare and maintain accurate client records and documentationInput data accurately and efficiently across client management systemsUtilise Microsoft Office tools (Excel, Word, Outlook) for reporting and data managementManage day-to-day workflow and assist advisers with diary and task management Candidate Requirements

Several years experience in UK financial services administration (life, pension, or investment environment)Knowledge of FCA regulatory requirementsProficiency with client management systems (experience with Xplan advantageous)Strong organisational skills with the ability to manage multiple tasks efficientlyExcellent written and verbal communication skillsIT competent, with a good working knowledge of Microsoft Office applications Desirable:

Exposure to paraplanning tasks is a bonus but not essentialExperience working in a busy advisory team environment What s on Offer

Competitive part-time salaryCareer development opportunities within financial servicesSupportive, professional team environmentFree on-site parkingFlexible working arrangements and opportunity for skill progression Next Steps

If you are an experienced Financial Services Administrator seeking a part-time role with progression opportunities, please submit your CV and a brief covering note outlining your suitability for the role.

For a confidential discussion, contact Chloe in the Commercial Recruitment Team on (phone number removed).

About Regional Recruitment Services

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008.

We provide permanent, temporary, and contract recruitment across Commercial, Financial, Industrial, Engineering, and Construction sectors.

For current vacancies, visit (url removed).

Ad ID: 5417385223