JH Recruitment & Consultancy
Administrator
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Job Opportunity: Financial Services Administrator
Are you an experienced Financial Services Administrator, Customer Service professional, or Helpdesk/Ticketing specialist looking for your next opportunity? Or are you a graduate with strong administrative experience looking to secure your first office-based role?
I’m partnered with a highly respected, fast-growing financial services company in Leeds that is looking to expand its team on a full-time, permanent basis.
This is a fantastic opportunity to join a supportive, forward-thinking business where you’ll play an important role in delivering high-quality support to advisers, clients, and internal teams. Whether you already have relevant office-based experience or are looking to take the first step in your professional career, this could be a great opportunity to develop within the financial services sector.
The Role:
- Act as a first point of contact for queries, providing a friendly and professional service.
- Provide helpdesk support for direct-to-consumer investment platforms.
- Deliver excellent email and telephone support to advisers, client services teams, and paraplanners.
- Manage and maintain support tickets within agreed SLAs.
- Track and monitor transfer business to ensure timely progression.
- Liaise with external providers to ensure business is processed efficiently.
- Set up and support portal access for staff and clients.
- Help maintain accurate data and reporting across platforms.
- Contribute to process improvements and overall team efficiency.
- Maintain a strong awareness of compliance, risk, and quality standards.
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Experience & Skills:
- Previous experience within financial services, administration, customer service, operations, helpdesk, or ticketing would be advantageous but is not essential.
- Applications are also welcomed from graduates with strong administrative experience who are looking to begin their career within an office-based environment.
- Accurate, organised, and comfortable working to deadlines.
- Strong written and verbal communication skills with a professional and personable approach.
- Good IT skills, including Microsoft Office.
- A proactive attitude with a genuine interest in building relationships, learning, and solving problems.
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Benefits:
- 35-hour working week 9am - 5pm
- Generous holiday allowance + Christmas shutdown
- Private healthcare*
- Life assurance + income protection
- Wellbeing and eye-care benefits
- Full support with professional qualifications
- Excellent opportunity to build a career within financial services
Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 5 days, please assume that you have not been successful for the role you have applied for.
By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30-day period and contact you via any method of contact you have listed on your application.
(Jo Holdsworth Recruitment - Recruitment Agency)
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