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Financial Services Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £23000 - £26000 per annum, Benefits: Pension, Holidays, Parking

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    9 months ago

  • Duration:


  • Expiry date:


  • Startdate:


Financial Services Administrator Leeds Salary £23,000 - £26,000 (dependent upon experience) and excellent benefits including Bonus and Parking 

Due to a period of growth, and the recent hire of additional Financial Advisers, we are currently working with an established Financial Planning firm in Leeds who are currently recruiting for a Financial Services Administrator.

This is a great opportunity if you feel stuck in your current role, with no or limited progression opportunities. 
There is support with examinations to help you reach the Level 4 Diploma.
This is an opportunity to provide Administrative support and to have a greater level of Client liaison.

There are a real variety of duties and an opportunity for you to act as first point of contact for clients, prepare client packs, and provide overall general administration support, and make a real difference to the work of the Financial Advisers within the practice.

To be successful:
  • You will need to have worked within an IFA practice and have a good understanding of  Pensions & Investments
  • Previous experience in a role that is related in some way to the Financial Services industry
  • Excellent administration skills
  • Good telephone manner and time management skills
You will be rewarded with a very competitive salary, excellent benefits and the opportunity to progress if you wish to do so. Bonus on offer as well as parking.

In order to apply please contact Helen Spriggs on 0113 4260775