Financial Planning Administrator

Ref: J1029_1506009994
Sector: Banking and finance
Region: Yorkshire
Job Type: Permanent
Start Date: 21/09/2017
End Date: 21/10/2017

Financial Planning Administrator

£20,000 - £24,000 DOE

My client a Financial Planning company based in North Leeds seeks an experienced Financial Administrator to join their team.

To be considered for this role you must have experience with a Financial Planning environment.

Duties will include

Work collaboratively with the Planner, Paraplanner and other team members to ensure the delivery of the 'Welcome & Review' and 'Implement & Administer' stages of the client's service.

Strive to ensure Service Levels are met at all times and participate in the collection of data to allow the Team Leader to anticipate any potential issues with service delivery.

Be required to proactively address any challenges identified with minimal escalation to the Team Leaders.

*Manage priorities and client/Planner demands to ensure Service Level Agreements are met.
*Submit data to allow the creation of MI to allow the voice of the client to be heard and allow business thinking and direction to be shaped.
*Help to identify and eliminate waste by identifying potential process improvements, allowing operating costs to be managed.
*Work collaboratively with the Team Leader, Planner, Paraplanner and other colleagues to retain a strong focus on the provision of excellent client service.
*Work closely and collaboratively with all colleagues to embrace a mutually supportive culture, where responsibility for the continued success of the client operation is a collective effort.


*Use administrative and organisational skills to provide excellent service to clients.
*Be aware of deadlines and demonstrate a willingness to ensure these are always met.
*Work closely with peers to achieve the collective end goal
*Strive for consistency in self and others and demonstrate a willingness to follow all company and regulatory processes and procedures.

CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.

existing applicant apply here

forgot password >