Financial Services Administrator
Job Title: Financial Services Administrator Location: Leeds, UK Salary: £17,500 £20,000 per year Hours of Work: Part-time (approx. 25 hours per week, flexible)Role OverviewWe are seeking an experienced Financial Services Administrator to join a professional team in Leeds. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team.The position is ideal for a detail-oriented professional who thrives in a busy environment and is looking to progress their career in financial services.Key Responsibilities Support administrative tasks to maintain smooth operations within the teamCommunicate effectively with clients, providers, and internal teamsPrepare and maintain accurate client records and documentationInput data accurately and efficiently across client management systemsUtilise Microsoft Office tools (Excel, Word, Outlook) for reporting and data managementManage day-to-day workflow and assist advisers with diary and task management Candidate Requirements Several years experience in UK financial services administration (life, pension, or investment environment)Knowledge of FCA regulatory requirementsProficiency with client management systems (experience with Xplan advantageous)Strong organisational skills with the ability to manage multiple tasks efficientlyExcellent written and verbal communication skillsIT compet
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