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Enter Job title or skill to search relevant jobs Enter your city or postcode to show jobs in your location Lawyer Regulatory Data Protection And Financia... LS1 Leeds, Yorkshire and the Humber Huntress - Leeds Posted today Job Viewed Tap Again To Close Job Descriptioncontract A well-established and client-focused financial services firm is seeking aSenior Administratorto lead its Administration Team on a6-month fixed-term contract, with the potential for apermanent positionbased on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions. The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example. Key Responsibilities: Act as the lead representative of the Administration Team, managing workflow and service delivery. Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements. Maintain high-quality client communications and documentation standards. Mentor and support team members, including delivering training and fostering professional development. Drive efficiency and continuous improvement across systems and administrative processes. Required Experience & Skills: Minimum ofthree years' experiencein financial services administration. Sound understanding of UK financial products, industry regulations, and provider processes. Proven ability to process and manage pension applications and associated transactions. Experience delivering technical training and identifying operational improvements within admin functions. Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential). Desirable Qualifications: Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications). Personal Attributes: Impeccable written communication skills. Excellent attention to detail. Strong multitasking abilities and capability to prioritise under pressure. A proactive, supportive approach with a commitment to team and client success. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK. This advertiser has chosen not to accept applicants from your region. 0 LS1 Leeds, Yorkshire and the Humber Huntress - Leeds Posted 11 days ago Job Viewed Tap Again To Close Job Descriptionfull time Are you experienced in sales, telesales or retention's? Are you looking to work in a fun filled supportive environment with excellent career progression? We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification. Our client prides themselves on their fun, loving and friendly team. They're looking for someone who appreciates a good office culture and can balance professionalism alongside having fun. There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications. Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL Key Responsibilities: Daily inbound/outbound calls working towards KPI's Providing solutions in line with consumer objectives Have the ability to maintain your own workload Updating the CRM accurately and consistently Adhering to OFCOM standards and TCF Skills Required: Minimum of 2 years sales experience working in a target driven environment Strong attention to detail Excellent interpersonal skills Excellent time management and organisational skills RO1 / CMAP / DIPFA would be desirable Salary & Benefits 24,000 - 27,000 (OTE up to 40,000) 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) 4pm Finish on a Friday Annual performance related Company bonus and salary review 5% Employer pension contribution Opportunities for continuous professional development Discounted annual rail season ticket Buying and selling annual leave scheme Regular social events throughout the year Smart/casual dress code Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK. This advertiser has chosen not to accept applicants from your region. 1 WF10 Castleford, Yorkshire and the Humber Search Posted 18 days ago Job Viewed Tap Again To Close Job Descriptionfull time Financial Services AdministratorSalary:Up to 30,000 (DOE) + Bonus + 9% Employer Pension Contribution Location:Castleford, West Yorkshire (100% Office-Based) Hours:Monday - Friday, 9:00am - 5:00pm (35 hours per week)Full-time, Permanent PositionAre you an experienced financial services administrator looking to grow into a paraplanner or adviser role? Our client is seeking a conscientious and detail-oriented administrator to join their busy and supportive team in Castleford. With 135m under management and a strong reputation for excellence, this is a fantastic opportunity to build a rewarding career in financial services.The Key Responsibilities of the Financial Services Administrator: * Provide administrative support across pensions and investment services. * Work with industry platforms such as Fidelity and Transact. * Use back-office systems like Intelligent Office to manage client data and transactions. * Ensure complete accuracy in financial transactions, including share purchases, sales, and transfers. * Collaborate with a close-knit team to deliver exceptional service to clients.The Key Requirements of the Financial Services Administrator: * Minimum of 3 years' experience in financial services administration, particularly in pensions and investments. * Familiarity with financial platforms and CRM/back-office systems. * High levels of literacy and numeracy. * Meticulous attention to detail and accuracy. * Strong work ethic and commitment to team success. * Willingness to work 100% from the office (no hybrid or remote working).The Successful Candidates will Receive Excellent Benefits: * Competitive salary based on experience and qualifications. * Annual bonus (historically 15-20%). * 9% employer pension contribution (no employee contribution required). * 30 days holiday per year (including statutory). * Mentorship and career development opportunities in a supportive environment. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age. This advertiser has chosen not to accept applicants from your region. 2 HG1 Harrogate, Yorkshire and the Humber Search Posted 26 days ago Job Viewed Tap Again To Close Job Descriptionfull time Experienced Financial Services Administrator Salary:Negotiable (depending on experience) Location:Harrogate (Fully Office Based) Hours:Monday - Friday, 9:00am - 5:00pm Full-time, Permanent Position Do you want to be a part of a well-established, client-focused financial advisory firm? Are you passionate about delivering high-quality administrative support in a professional services environment? Our client is seeking an experienced Financial Services Administrator to join their team in Harrogate. The Key Responsibilities of the Financial Services Administrator: * Provide administrative support to Advisers and Financial Planners. * Liaise with policy providers and maintain accurate client records. * Process new business applications, fund switches, income and withdrawal requests. * Monitor and manage the progress of applications through to completion. * Support the team with general administrative tasks and client servicing. * Experience with dealing processes is advantageous. The Key Requirements of the Financial Services Administrator: * Minimum of 2 years' experience in the Financial Services industry, ideally within an IFA or Financial Advisory environment. * Strong communication and numeracy skills. * Knowledge of investment products, pensions, SIPPs, and SSASs. * Experience using Xplan back-office system is desirable but not essential. * Ability to work effectively as part of a team in a busy office environment. The Successful Candidates will Receive Excellent Benefits: * 27 days holiday per annum plus statutory holidays * Pension contribution * 2x Death in Service cover * Free parking Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age. This advertiser has chosen not to accept applicants from your region. 3 HG1 Harrogate, Yorkshire and the Humber Unity Resourcing Ltd Posted 26 days ago Job Viewed Tap Again To Close Job Descriptionfull time Harrogate|Office Based, Monday to Friday 9am – 5pm £30,000 – £32,000|Full time preferred – Part time considered Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service We are recruiting anexperienced Financial Services Administratoron behalf of a well-established and highly regardedIndependent Financial Adviserfirm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role. The successful candidate will have a minimum of2 years’ experience in financial services, ideally within anIFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration. Key Responsibilities: p>Supporting Financial Advisers and Planners with day-to-day administrative tasks Liaising with policy providers regarding pensions, investments, and insurance products Processing new business applications, fund switches, income and withdrawal requests Ensuring client records are accurately maintained Managing workload independently while contributing to a close-knit team Communicating professionallywith clients and providers Requirements: Minimum 2 yearsexperience in a financial services admin role (IFA experience preferred) Strong knowledge of investment products, pensions, SIPPs, and SSASs Experience with financial software and Microsoft Office Excellent communication and organisational skills High attention to detail and ability to prioritise tasks A proactive, team-focused attitude with the confidence to work independently If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you. Apply now or contact Unity Resourcing for more details. This advertiser has chosen not to accept applicants from your region. Be The First To KnowAbout the latest Lawyer regulatory data protection and financial services Jobsin Bradford !#J-18808-Ljbffr