Financial Admin Assistant – Hybrid Work Option

Talent-UK Ltd; Leeds; Hybrid; GBP 17,000 - 19,000; Full time

Job summary

Talent-UK Ltd. is recruiting an Administrative Assistant to join our Leeds City Centre team. This full-time role (Mon-Fri 9am–5pm) offers progression opportunities within financial services.

After training, there is potential to work one day from home, with a focus on supporting clients and colleagues across a range of admin tasks. You will be a key team member handling diary management, correspondence, and CRM updates, ensuring timely responses and high-quality customer service.

Qualifications

• Ideally 1 year experience in financial services.
• Previous experience in a customer facing role providing excellent customer service.
• Previous experience in an administration role.
• Minimum GCSE Maths and English (A-C) is Essential.

Responsibilities

• Providing general administration support to the director, advisers, and other members of the practice.
• Contacting clients to arrange appointments for advisers (annual reviews, business sign-up meetings and other meetings).
• Updating adviser’s Outlook calendar and creating relevant tasks in the CRM system.
• Acting as the first point of contact by taking calls and resolving queries in a timely manner.
• Generating protection quotes for individuals and groups.
• Preparing/tidying rooms for meetings with clients and refreshments.
• Preparing client files for reviews.
• Sending letters or emails to confirm appointments and share preparation documents.
• Liaising with advisers and clients to ensure excellent service is delivered.
• Ensuring all client documentation is correctly recorded and audit trails exist.

Skills

Diary management

Organising

Communication skills

Customer service

Education

GCSE Maths and English (A-C)

Tools

Microsoft Office

Job description

Talent-UK Ltd. is recruiting an Administrative Assistant to join our Leeds City Centre team. This full-time role (Mon-Fri 9am–5pm) offers progression opportunities within financial services.

After training, there is potential to work one day from home, with a focus on supporting clients and colleagues across a range of admin tasks. You will be a key team member handling diary management, correspondence, and CRM updates, ensuring timely responses and high-quality customer service.