Business Administrator (Financial Services)
Outskirts of Leeds (Driver with own transport required)
About the Role
ST TALENT is working with a well-established financial services firm based on the outskirts of Leeds to recruit a highly organised and detail-oriented Business Administrator. This is an excellent opportunity for someone with strong analytical ability, administrative experience, and a keen interest in financial services.
Due to the location, applicants must hold a full driving licence and have access to their own transport.
Key Responsibilities
* Preparing client valuations and review packs
* Processing new business including quotations, applications, withdrawals, and other transactions via financial platforms
* Conducting money laundering and compliance checks
* Recording and tracking fees to ensure accuracy and up-to-date records
* Producing invoices and receipts
* Maintaining and updating a large client database
* Liaising professionally with clients and providers, offering full IFA support for new and existing clients
* Processing Letters of Authority (LOAs) and collating plan information
Key Skills & Experience
Analytical Skills
* Strong ability to analyse and interpret financial data to solve problems
* High attention to detail, particularly when producing reports and reconciliations
* Proven track record of accuracy in reporting and financial documentation
IT Skills
* Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
* Confident using PowerPoint for presentations
Problem Solving
* Ability to work under pressure and meet deadlines during busy periods
* Strong organisational skills with the ability to prioritise tasks effectively
* Proactive approach to resolving issues and supporting team collaboration
About You
* Previous experience in an administrative role within financial services is highly desirable
* Excellent communication skills and a professional approach to client interaction
* Strong attention to detail and commitment to accuracy
* Self-motivated with the ability to work independently and as part of a team
Why Apply?
* Opportunity to join a reputable and growing financial services firm
* Supportive and professional working environment
* Career development opportunities within the financial sector
If you’re a driven and detail-focused administrator looking for your next step in financial services, we’d love to hear from you.
Apply today with ST TALENT