Business Administrator

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Business Administrator (Financial Services) Outskirts of Leeds (Driver with own transport required)
About the Role ST TALENT is working with a well-established financial services firm based on the outskirts of Leeds to recruit a highly organised and detail-oriented Business Administrator . This is an excellent opportunity for someone with strong analytical ability, administrative experience, and a keen interest in financial services. Due to the location, applicants must hold a full driving licence and have access to their own transport . Key Responsibilities Preparing client valuations and review packs Processing new business including quotations, applications, withdrawals, and other transactions via financial platforms Conducting money laundering and compliance checks Recording and tracking fees to ensure accuracy and up-to-date records Producing invoices and receipts Maintaining and updating a large client database Liaising professionally with clients and providers, offering full IFA support for new and existing clients Processing Letters of Authority (LOAs) and collating plan information Key Skills & Experience Analytical S...
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Location:
Leeds
Salary:
£30,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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