Business Administrator

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