Senior Financial Administrator

We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served. Key duties will include; Onboarding of new clientsAssisting in the administration of client profilesCollate information and data about clients and ensure all compliance documents are filed and managedRecord client related communicationsProviding clients with information and report on financial planning products and servicesProcessing client applications and contributionsLiaise with product providers and other third partiesObtain information, quotes, illustrations, and product details, and provide comparisons for analysisAssist and prepare correspondence, the pre-completion of documentation ready for clientsPreparing meeting packsAssisting with general client enquiries This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training period, the successful candidate will have; Educated ..... full job details .....