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
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Preparing client valuations and review packs
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Processing new business including quotations, applications, withdrawals, and other transactions via financial platforms
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Conducting money laundering and compliance checks
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Recording and tracking fees to ensure accuracy and up-to-date records
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Producing invoices and receipts
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Maintaining and updating a large client database
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Liaising professionally with clients and providers, offering full IFA support for new and existing clients
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Processing Letters of Authority (LOAs) and collating plan information
Key Skills & Experience
Analytical Skills
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Strong ability to analyse and interpret financial data to solve problems
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High attention to detail, particularly when producing reports and reconciliations
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Proven track record of accuracy in reporting and financial documentation
IT Skills
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Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
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Confident using PowerPoint for presentations
Problem Solving
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Ability to work under pressure and meet deadlines during busy periods
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Strong organisational skills with the ability to prioritise tasks effectively
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Proactive approach to resolving issues and supporting team collaboration
About You
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Previous experience in an administrative role within financial services is highly desirable
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Excellent communication skills and a professional approach to client interaction
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Strong attention to detail and commitment to accuracy
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Self-motivated with the ability to work independently and as part of a team
Why Apply?
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Opportunity to join a reputable and growing financial services firm
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Supportive and professional working environment
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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