We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served. Key duties will include; Onboarding of new clients Assisting in the administration of client profiles Collate information and data about clients and ensure all compliance documents are filed and managed Record client related communications Providing clients with information and report on financial planning products and services Processing client applications and contributions Liaise with product providers and other third parties Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis Assist and prepare correspondence, the pre-completion of documentation ready for clients Preparing meeting packs Assisting with general client enquiries This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training pe...