Financial Administrator

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

The Role - Administrative Assistant

Location: Leeds City Centre

Hours: full time Monday - Friday 9pm till 5pm

Once trained can look to work 1 day from home

Talent-UK are recruiting for an administration Assistant in Leds City Centre, the roles comes with opportunities to progress within your role and in financial services to help diversify the growing business

You will be tasked with providing a superb level of support to Clients and the team within the office.

You will be a key member of the team dealing with a wide range of administration tasks supporting your colleagues and clients. This is an interesting and challenging role that would suit a confident, resilient and professional individual who enjoys using their initiative and someone who has a positive & organised working style.

What's needed to be considered?

• Ideally 1 years experience in financial services


• Previous experience in a customer facing role providing excellent customer service


• Previous experience in an administration role


• Minimum A-C in GCSE Maths and English is Essential

You will be able to demonstrate the following skillsets:

• Ability to do diary management


• Great organising and planning skills


• Strong written and verbal communication skills


• Ability to work on your own and use your initiative and to also work well as part of a team


• Basic understanding of ISA's, pensions, and protection products.


• Ability to manage own workload and provide timely responses


• Good communication skills on the telephone


• Good telephone manner with the ability to build rapport and provide excellent customer service


• Accuracy and attention to detail


• Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook


• Good written skills to help with a basic form of letter writing

Job description

• Providing general administration support to the director, advisers, and other members of the practice. This will involve, but is not limited to, the following:


• Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required).


• Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system.


• Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner


• Generating Protection quotes both on a individual and group basis


• Complete post meeting letters for the basic Annual Review meetings.


• Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments.


• Preparing client files for reviews


• Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc.


• Liaising with adviser and clients to ensure excellent service is delivered


• Ensuring all client documentation is correctly recorded


• Ensuring all systems are updated with progress and a clear audit trail is available


• Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files.


• Ordering stationery and monitoring stock levels of all corporate literature and general office stationery.


• Celebration Cards- Selecting designs for various celebrations and religions i.e. Christmas and Birthdays, contacting printers for art work and finished printed cards.


• Sending all celebration cards in a timely fashion to clients.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.