Financial Services Administrator

Recruiter
Tenet Group Ltd
Location
Leeds, UK
Salary
Competitive
Posted
20 May 2019
Closes
27 May 2019
Ref
1143650333
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Here at the Tenet Group we like to think of ourselves as a fun, friendly, flexible place to work, with a really pleasant family-feel atmosphere. We are one of the largest Independent Financial Adviser support groups in the UK with over 25 years industry experience, and we provide a wide range of services that enable us to provide quality financial advice and services to meet the requirements of our clients.

We are currently looking to appoint a Trainee Consultant/Administrator to join our Authorisations team to support client focused service and resolve client enquiries in accordance with department policy and procedures. This role is based at our Leeds Head Office based in Horsforth.

The successful applicant will be responsible for the following:
  • Excellent customer service skills across a variety of stakeholders with varied Respond to enquiries in a customer focused manner and in accordance with department policy and procedures.
  • Complete customer enquiries and processing within agreed Service Levels.
  • The accurate input of data onto IT systems.
  • Updating and scanning of client files.
  • Liaising with internal departments.
  • Non-application based administration
  • Supporting new advisers and leavers

The successful applicant will be able to demonstrate the following:
  • Excellent customer service skills across a variety of stakeholders with varied requirements
  • Excellent written and oral communication skills with a keen eye for detail
  • Computer literacy (including MS Word/Excel)
  • The ability to communicate with people at all levels to gather information and resolve issues

The salary on offer is competitive, and dependent upon experience and qualifications.

Some of our benefits our staff love are:
  • An annual performance-related bonus and salary review;
  • 25 days holiday as standard (and the option to buy or sell up to 5 days);
  • Access to our flexible benefits and staff discounts platform, TenetFLEX;
  • 5% Employer Pension Contributions, rising to 7.5% with length of service
  • Company-funded Income Protection and Life Assurance Cover;
  • Access to our free Employee Assistance Provider (EAP);
  • Fee-Free Financial Advice, including mortgages and insurance;
  • An invite to our annual Christmas Party & Conference;
  • You'll also get a free Easter egg each year from the Tenet Easter bunny!

And if that wasn't enough...we also have:
  • Free Fruit deliveries every Monday to start the week off healthy;
  • Dress down Fridays - it's nice to wear jeans and get ready for the weekend;
  • 'Fizz Friday' where we can all enjoy a little tipple at our desks with all proceeds going to our chosen charity;
  • Plenty of fundraising events for charity - 10k runs, bake sales and for those a bit braver a bit of skydiving and abseiling;
  • Great Social Club events such as Pub quizzes, A Day at the races, Bowling and much more!

This job was originally posted as www.totaljobs.com/job/86165913

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