Financial Services Administrator (6 Months FTC)

Job Description

£20,000- £24,000 per annum dependent on skills and experience.We are currently looking for a Financial Services Administrator to join our Financial Services Team on a fixed term basis for 6 months.Based at our Leeds office, this hybrid full time position is 35 hours a week.In this role you will provide successful delivery of operational and administrative support in the financial services industry.Why is Tenet a great company to work forAt the Tenet we think its really important our people enjoy coming to work. Were a fun, friendly, flexible employer and we were delighted to make it into the 2020 Top 75 Places to Work in Yorkshire and the Humber. We have also been awarded a 1-star accreditationby Best Companies for having high levels of employee engagement. We like to work hard, and play hard, and our performance related pay structure means the more you put in, the more you get back!In terms of what we do, we are an award winning Independent Financial Adviser support group with over 25 years industry experience. We provide a wide range of services that enable us to provide quality financial advice and services to meet the requirementsof our clients.What youll be getting up to in more detail:

• Providing a dedicated and professional sales support service to IFAs and Clients;
• Preparing and arranging annual Client reviews;
• Processing new business cases and managing them through to completion;
• Liaising with product providers to obtain case updates and valuations via telephone and email;
• Supporting the on-boarding of new advisers including diarised weekly calls.
• Managing referrals from clients and providers;
• Coordinating and distributing group emails, weekly updates and statements to advisers;
• Overseeing the processing of outgoing mail and distributing incoming mail to relevant business area.
• General office duties such as filing, copying and scanning as required.

You will be able to demonstrate the following skill sets:

• Minimum A-C in GCSE Maths and English
• Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook;
• Strong written and verbal communication skills;
• Good telephone manner with the ability to build rapport and provide excellent customer service;
• Excellent time management, administration and organising skills with the ability to work within specified timescales and quality levels.

Wed love to see:

• Progression towards the CII qualifications would be advantageous.
• Intelligent Office back office experience.
• Knowledge of adviser tools such as Twenty7Tec, IRESS, Platform management tools, Defacto to name a few.

Some of the benefits our people love are:

• 35 hour working week
• Half day holiday for your birthday
• An annual performance-related bonus and salary review;
• 25 days holiday as standard, rising to 28 with length of service (and the option to buy or sell up to 5 days), PLUS bank holidays;
• Access to our flexible benefits and staff discounts platform, TenetFLEX;
• 5% Employer Pension Contributions, rising to 7.5% with length of service
• Company-funded Income Protection and Life Assurance Cover;
• Enhanced Maternity and Paternity policies;
• Access to our free Employee Assistance Provider (EAP);
• Fee-Free Financial Advice, including mortgages and insurance;

If this role is of interest and you think you have the relevant skills and experience, wed absolutely love to hear from you!