Finance Administrator

Location Leeds
Discipline: Office Support & Sales
Job type: Permanent
Salary: £24,000 - £26,000
Contact name: Fiona Milne

Contact email: fiona@sirecruitment.com
Job ref: 22066
Published: about 1 month ago

​Job Title: Financial Administrator

Location: Leeds

Hours: Full Time, Office Based

Salary: Up to £26,000

Role Overview:

We are seeking a detail-oriented Financial Administrator to supervise administrative tasks in a Wealth Management team. This role involves risk management, budget oversight, and will playing a crucial role in maintaining a positive team environment.

Duties:

• Conduct product research and liaise with relevant product providers

• Oversee new business processing and client review preparations

• Provide excellent telephone-based service to clients

• Manage pipeline activity and handle ad-hoc requests

• Support colleagues for smooth team operation

• Act as a point of contact for advisers and paraplanners

Requirements:

• Knowledge of Intelligent Office is essential

• Minimum 2 years' administration experience in a busy IFA office

• Wide knowledge of industry providers and products

• Proficient in core Microsoft Office systems

Benefits:

• Competitive salary

• 25 days holiday, plus bank holidays

• Holiday buy/sell scheme

• Gym Membership

• Learning & Development scheme

• Private healthcare scheme

• Annual company events

Ref: 22066