Financial Services Administrator - Central Leeds

Office Team
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

Financial Services Administrator

20-25k DOE & excellent benefits

Central Leeds

Permanent, Full time role

Robert Half Office Team are delighted to be working with a successful Financial services firm to recruit a capable financial services administrator ideally with some exposure to the life, investment, mortgage or pension market for their Leeds office. This is a great opportunity for an efficient administrator to work with this close-knit team in a varied role.

This will be quite a varied position, the successful applicant will therefore have a flexible but professional approach and be used to dealing with processes from start to finish.

Key Responsibilities:

  • General office support administration
  • Accurately record and maintain client personal information in line with the data protection act and FCA guidelines
  • Setting up new customer accounts using various platforms
  • Dealing with clients over the phone
  • Issuing of letters of authority and keeping clients updated following transactions
  • To work to the clients SLAs and plan appropriately for this
  • General office duties as and when required
  • Preparing illustrations for Advisers using various different websites and tools
  • Participate in projects as required

In return you will receive:

  • A salary of between 20-25k depending on experience
  • A generous holiday allowance
  • Strong emphasis on work/life balance
  • Flexible benefits including pension

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms:

This job was originally posted as