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Financial Administrator - Leeds

SectorsAdministration, Bancassurance, IFA/Independent Adviser, Paraplanner, Sales Support
Salary£18,000 to £24,000 per annum
BenefitsFull benefits
LocationsUK, West Yorkshire, Yorkshire
Contract TypePermanent


Financial Administrator


Salary to £24,000 depending on experience plus full benefits

To provide high quality, full administrative support to Consultants within the Practice. The primary objective is to deliver a first-class service to the firm’s clients, ensuring accuracy and compliance with Financial Conduct Authority requirements at all times.

The role requires an organised person who takes pride in providing a professional and personal service to clients, whilst retaining a friendly and approachable manner. The ideal candidate will have excellent financial services knowledge, experience of working in an IFA environment in an administrative capacity with excellent PA skills.

Processing and monitoring of new and existing business; protection, pensions and investments etc.

Administration of Group Life and Pension schemes

Liaising with clients, fund managers, solicitors, accountants and providers on a daily basis to obtain relevant information and resolve queries

Diary Management, preparing meetings packs and arranging client meetings

Sending out letters of authority and dealing with client communication

Answering telephone calls professionally and using initiative to deal with client queries

Calculations of fees and invoice requests

Supporting the department with any other business

Knowledge, Skills and Experience:

A minimum of 1-2 years experience in an IFA administration support role

Strong IT skills, MS Office (PowerPoint, Word and Excel)

Excellent organisational and communication skills

Proven track record in delivering customer satisfaction

Good numeracy skills with close attention to detail

Experience of working within defined service standards and procedures

High levels of integrity, handling confidential information and sensitive matters in a professional manner at all times

Able to demonstrate an adaptable/flexible approach to work within a changing and high pressure environment

Ability to work within a team environment, unsupervised with a high level of self-motivation

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