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 Overview

We 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 team
• Communicate effectively with clients, providers, and internal teams
• Prepare and maintain accurate client records and documentation
• Input data accurately and efficiently across client management systems
• Utilise Microsoft Office tools (Excel, Word, Outlook) for reporting and data management
• Manage 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 requirements
• Proficiency with client management systems (experience with Xplan advantageous)
• Strong organisational skills with the ability to manage multiple tasks efficiently
• Excellent written and verbal communication skills
• IT competent, with a good working knowledge of Microsoft Office applications

Desirable:

• Exposure to paraplanning tasks is a bonus but not essential
• Experience working in a busy advisory team environment

What s on Offer

• Competitive part-time salary
• Career development opportunities within financial services
• Supportive, professional team environment
• Free on-site parking
• Flexible working arrangements and opportunity for skill progression

Next Steps

If you are an experienced Financial Services Administrator seeking a part-time role with progression opportunities, please submit your CV and a brief covering note outlining your suitability for the role.

For a confidential discussion, contact Chloe in the Commercial Recruitment Team on (phone number removed).

About Regional Recruitment Services

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008.
We provide permanent, temporary, and contract recruitment across Commercial, Financial, Industrial, Engineering, and Construction sectors.

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