Business Administrator (Financial Services)
Outskirts of Leeds (Driver with own transport required)
About the Role
ST TALENTis 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 S...