Financial Services Administrator

The Private Office

Leeds, United Kingdom
Base: not specified; bonus/equity: compyny discret...
On-site
Maintain accuracy of client data
Manage allocated tasks within sla
Liaise with product providers and third parties
The role involves delivering a professional, compliant, and effective administration service to clients, colleagues, and third-party organisations within the Central Services Department

Job Summary

  • The role involves delivering a professional, compliant, and effective administration service to clients, colleagues, and third-party organisations within the Central Services Department.
  • Benefits include a company discretionary bonus scheme, private healthcare after qualifying period, 24 holidays increasing to 26 plus 2 additional paid Christmas shutdown days, and various wellbeing and support schemes.
  • The position requires managing client data, valuations, policy information, and client disengagements while maintaining effective relationships and supporting project activities.

Matching Summary

The role involves delivering a professional, compliant, and effective administration service to clients, colleagues, and third-party organisations within the Central Services Department.

Salary

Base: Not specified; Bonus/Equity: Company discretionary bonus scheme; Benefits: Private Healthcare, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme

Skills & Requirements

Must-have

  • Maintain accuracy of client data
  • Manage allocated tasks within SLA
  • Liaise with product providers and third parties
  • Support client review processes
  • Prepare and issue Letters of Authority
  • Undertake whole of market research
  • Proficient IT skills in Microsoft Office

Nice-to-have

  • Excellent verbal and written communication
  • Organisation and prioritisation skills
  • Professional telephone manner
  • Attention to detail
  • Provide recommendations to improve efficiencies
  • Support with professional qualifications

Key Requirements

  • Experience within financial services preferred
  • Good level of Excel skills
  • Proficient IT skills
  • Excellent communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter