Job Description
Financial Services Administrator – North Leeds
Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in Moortown, North Leeds. This is not to work for a consolidator and unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.
You’ll work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.
What’s on offer for the Financial Services Administrator:
* Competitive salary depending on experience and qualifications
* Study support toward the Diploma in Financial Planning
* Long term career path
Financial Services Administrator Key Responsibilities:
* Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
* First port of call for client enquiries, answering the telephone and emails.
* Diary management and booking appointments with clients.
* Daily use of Intelligent Office (IO) and providers platforms.
* Income reconciliation, Issuing invoices to clients and third parties.
* Preparation of the review files prior to meetings.
* Preparing suitability reports for no change review clients.
* Sending out quarterly CIP reports in the post to all clients.
* Working closely with the paraplanners to make sure all cases on IO are accurate and up to date.
* General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.
* Ordering and maintaining stationery and office equipment.
* Other ad hoc tasks to support leadership team.
Financial Services Administrator Requirements:
* Previous experience supporting financial planners with client administration.
* Professional and polite telephone manner, articulate when speaking with clients.
* Ideally experience using Intelligent Office and a range of provider platforms.
To apply, please send your cv to jenny @ tempestjones. com