Financial Services Administrator

Financial Services Administrator
£17,500 (to increase on completion of qualification) + Excellent Benefits
Free parking or free shuttle bus service from Leeds city centre

My client is a Financial Services organisation who is looking to engage multiple Financial Services Administrators to join their established Customer Service Administration Team.

On a daily basis you will provide administration and customer support to investors and clients of the business. This will include providing administrative support to update various account queries and also updating internal systems with relevant information regarding ISAs, investments and other associated financial services products. You will also be responsible for document management, scanning, processing documents and accurately inputting client account information on to the internal systems. Your role will also involve referring and looking into account queries, maintaining client files and checking information, all in line with data protection and financial services regulations. This role will be administrative however, you will also engage and assist clients and customers over the phone and via email.

Your new role offers a competitive salary of £17,500 per annum and this opportunity will allow you to take advantage of funded qualifications to enhance and develop your career. The IOC qualification once completed will allow you to take advantage of an increase in salary and further enhanced career opportunities.

This role also offers free parking or a free shuttle bus service from Leeds city centre, subsidised food outlets and a technology store, flexible benefits including subsidised gym memberships etc.

Your working hours will be Monday to Friday 09:00-17:30.

Essential to your success in this role and your application being progressed are:
GCSE Maths and English grade C or above, or the equivalent qualification.
Pass a credit check (no CCJ's, Bankruptcy or IVA's)
Provide 5 years' worth of references (employment or education).
Minimum of 1 year proven hands on experience in an administrative role.

If you think you have everything to be successful in this role click apply or contact me now for a confidential discussion.

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.

Required skills

  • Admin
  • Financial Services
  • Dealing
  • Administration
  • Payments admin

Application question

Would you pass a credit check?

Reference: 37773717

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