Templegate Recruitment
Specialist Recruiters in Financial Services


Job Title: Financial Services Administrator
Location: Leeds
Salary: Up to £30,000 per annum DOE
Benefits:
*6 weeks’ holiday plus bank holidays
*PMI after probation
*Pension 5%


About the Role:
Our client is seeking a professional and client-focused Financial Services Administrator to join the team. The Financial Services Administrator will act as the first point of contact for clients, ensuring seamless communication and peace of mind. This role is central to the smooth operation of the office, providing essential support to the Operations Director and IFA team.


Key Responsibilities:
Client Liaison and Support
*Serve as the initial point of contact for clients, representing the firm professionally at all times.
*Compile client review packs and prepare suitability reports for ’no change’ reviews.
*Distribute quarterly Client Investment Performance (CIP) reports to clients.
*Collaborate with paraplanners to ensure all cases in Intelligent Office (IO) are accurate and up to date.
Administrative and Operational Duties
*Answer incoming calls and direct them to the relevant team members.
*Schedule client appointments and manage diaries effectively.
*Follow internal workflows, processes, and complete tasks assigned to the Financial Services Administrator role.
*Prepare review files in advance of client meetings with the IFA.
*Issue invoices to clients and third parties, and assist with income reconciliation.
*Perform general office duties including post, filing, photocopying, scanning, and printing.
*Maintain office supplies and equipment, including ordering stationery and stamps.
*Provide proactive support to the IFA team and Operations Director to assist with business initiatives.
Compliance and Process Adherence
*Adhere to all administrative procedures and processes relevant to the Financial Services Administrator role.
*Maintain awareness of IFA and Paraplanner workflows to support operational efficiency.
Knowledge, Skills, and Experience Required
*RO1 qualification or equivalent (preferred).
*Experience using Intelligent Office (IO) is essential.
*Strong customer service experience, including direct client contact and query resolution.
*Proficiency in Microsoft Office and standard office software.
How to Apply:
If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.