Finance Administrator

Location Leeds
Discipline: Office Support & Sales
Job type: Permanent
Salary: Up to £25,000
Contact name: Fiona Milne

Contact email: fiona@sirecruitment.com
Job ref: 22509
Published: 28 days ago

Job Title: Financial Administrator

Location: Leeds City Centre

Hours: Full Time, Office Based

Salary: Up to £25,000

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

This would be a great role for someone looking to progress into Paraplanning in the future as this team offers progression and career development.

Duties:

• 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

• Conduct product research and liaise with relevant product providers

• Oversee new business processing and client review preparations

Requirements:

• Administration experience within an IFA office

• Wide knowledge of industry providers and products

• Proficient in Microsoft Office systems

Benefits:

• Competitive salary up to £25,000

• 25 days holiday, plus bank holidays

• Holiday buy/sell scheme

• Gym Membership

• Learning & Development scheme

• Private healthcare scheme

• Annual company events

Ref: 22509