Financial Services Administrator - North LeedsTempest Jones is pleased to be recruiting for a thriving financial planning firm based in Moortown, North Leeds. This is not to work for a consolidator and unlike larger national firms, this business offers the chance to make a real impact, your contribution will be felt across the team and in the quality of service delivered to clients.You''ll work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.What''s on offer for the Financial Services Administrator:Competitive salary depending on experience and qualificationsStudy support toward the Diploma in Financial PlanningLong term career pathFinancial Services Administrator Key Responsibilities:Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.First port of call for client enquiries, answering the telephone and emails.Diary management and booking appointments with clients.Daily use of Intelligent Office (IO) and providers platforms.Income reconciliation, Issuing invoices to clients and third parties.Preparation of the review files prior to meetings.Preparing suitability reports for no change review clients.Sending out quarterly CIP reports in the post to all clients.Working closely with the paraplanners to make sure all cases on IO are accurate and up to date.General admini