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Financial services administrator

Leeds
Permanent
Regional Recruitment Services
Financial services administrator
£17,500 - £20,000 a year
Posted: 10 November
Offer description

Job Title: Financial Services Administrator Location: Leeds, UK Salary: £17,500 – £20,000 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 team Communicate effectively with clients, providers, and internal teams Prepare and maintain accurate client records and documentation Input data accurately and efficiently across client management systems Utilise Microsoft Office tools (Excel, Word, Outlook) for reporting and data management Manage 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 requirements Proficiency with client management systems (experience with Xplan advantageous) Strong organisational skills with the ability to manage multiple tasks efficiently Excellent written and verbal communication skills IT competent, with a good working knowledge of Microsoft Office applications Desirable: Exposure to paraplanning tasks is a bonus but not essential Experience working in a busy advisory team environment What’s on Offer Competitive part-time salary Career development opportunities within financial services Supportive, professional team environment Free on-site parking Flexible 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

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