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 Skills

• Strong ability to analyse and interpret financial data to solve problems
• High attention to detail, particularly when producing reports and reconciliations
• Proven track record of accuracy in reporting and financial documentation

IT Skills

• Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
• Confident using PowerPoint for presentations

Problem Solving

• Ability to work under pressure and meet deadlines during busy periods
• Strong organisational skills with the ability to prioritise tasks effectively
• Proactive approach to resolving issues and supporting team collaboration

About You

• Previous experience in an administrative role within financial services is highly desirable
• Excellent communication skills and a professional approach to client interaction
• Strong attention to detail and commitment to accuracy
• Self-motivated with the ability to work independently and as part of a team

Why Apply?

• Opportunity to join a reputable and growing financial services firm
• Supportive and professional working environment
• Career development opportunities within the financial sector

If you’re a driven and detail-focused administrator looking for your next step in financial services, we’d love to hear from you.

Apply today with ST TALENT.