Tailored Recruitment Partners are working with a leading Financial Planning practice to recruit an experienced Financial Administrator to join an expanding business in Leeds.
The Opportunity
Are you passionate about financial services and eager to build a career in a dynamic, client-focused environment? As a Financial Services Administrator, you'll play a key role in supporting a team of expert advisers and ensuring clients receive outstanding service. If you're looking for a role that offers variety, responsibility, and the chance to develop within a forward-thinking team, this is the opportunity for you. You'll gain exposure to a wide range of financial products, client management tools, and industry best practices. Plus, you'll work alongside experienced professionals who are committed to your growth and success.
Key Responsibilities
In this role, your day-to-day responsibilities will include (but are not limited to):
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CRM Management: Maintain the CRM system (Intelligent Office) to ensure that client information is entered fully and accurately, keeping client records up-to-date and organised.
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Client Reviews: Ensure that client reviews are scheduled in line with FCA guidelines, including arranging and preparing review packs for advisers.
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New Business & Transactions: Process new business, fund switches, withdrawals, and ensure all client transactions are completed in a timely manner and remain fully FCA compliant.
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Product Research: Conduct product research to support advisers in providing clients with the best financial solutions.
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Liaising with Third Parties: Contact and liaise with relevant product providers and third parties, ensuring smooth and efficient communication.
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Client Service: Deliver exceptional telephone-based support to clients, handling queries and offering proactive solutions.
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Pipeline Management: Manage and track pipeline activity, ensuring that tasks are prioritised and deadlines are met.
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Ad-Hoc Requests: Action any ad-hoc requests from clients or advisers to ensure smooth operations.
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Team Support: Provide support to colleagues, fostering a collaborative and effective team environment.
What You'll Bring
To excel in this role, we’re looking for someone who can demonstrate the following:
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Experience & Expertise:
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Knowledge of Intelligent Office: You must have a solid understanding of the Intelligent Office CRM system and be able to use it to maintain and manage client records efficiently.
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5+ Years’ Experience in IFA Administration: Ideally, you’ll have at least five years’ experience working within a busy IFA office, giving you a solid understanding of the fast-paced nature of financial services administration.
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Industry Knowledge: You’ll have a wide-ranging knowledge of different financial industry providers and products, enabling you to support advisers and clients effectively.
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Proficient IT Skills: You’ll be proficient in Microsoft Office systems (Word, Excel, Outlook, etc.) and have the ability to learn new systems quickly
