Financial Services Administrator

The Private Office LLP; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established financial services firm based in Leeds is seeking a Client Delivery Associate to provide comprehensive administrative support. You will manage client onboarding, maintain back office processes, and ensure compliance. The ideal candidate will have strong operational experience within the financial services industry and excellent IT skills. Benefits include a discretionary bonus scheme and professional development support.

Benefits

Company discretionary bonus scheme

Private Healthcare after qualifying period

Life Assurance

Bike to Work Scheme

Wellbeing programme

Qualifications

• Strong operational experience within the Financial Services Industry is desired.
• Proficient IT skills in core Microsoft Office systems.
• Excellent verbal and written communication skills with an eye for detail.

Responsibilities

• Provide full back office support for clients.
• Manage and track pipeline activity through the back office system.
• Support the New Client Onboarding process.
• Maintain the CRM system (CURO) with accurate client information.

Skills

Operational experience in the Financial Services Industry

Proficient IT skills in Microsoft Office

Organisation and prioritisation skills

Excellent verbal communication skills

Attention to detail

Professional telephone manner

Job description

The Private Office is looking for a professional, friendly and personable administrator to join our team in Leeds. As a Client Delivery Associate (CDA) you will provide full administrative support and business processing to deliver a professional, compliant and effective service for our clients and advisers.

Responsibilities

You will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set. Tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities;

• Providing full back office support for the Client.
• Manage and track pipeline activity providing regular progress updates through the back office system
• New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
• Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc.
• Supporting the New Client Onboarding process by completing any Curo updates or tasks as required.
• Supporting the Client Review process by completing any pre or post meeting tasks or actions as required.
• Contact and liaise with relevant product providers/third parties.
• Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
• Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
• Ensure that all tasks on CURO are completed in line with company policy and procedures
• Develop and maintain effective relationships with clients, colleagues and third parties.
• Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Knowledge, Skills and Experience

• Strong operational experience within the Financial Services Industry is desired
• Proficient IT skills in core Microsoft Office systems
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail
• Professional telephone manner