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Financial Services Administrator

Date Posted: 30/09/2019 | Deadline: 20/10/2019 | Ref: MW/IM/FSA

Job Type: Permanent, Full-Time
Location: Leeds
Salary: £20,000 per annum
Benefits: 25 days holiday, performance bonus, life assurance, income protection, excellent pension and access to our Flexible Benefits platform

Based in our Leeds Head Office, we are looking for a Financial Services Administrator who will support the Regional Manager in providing successful delivery of operational and administrative support in the financial services industry.

What you’ll be getting up to:

  • IFA Administration
  • Calling leads, prequalifying and appointment booking
  • Client contact
  • Dealing with daily Affinity Group leads
  • Dealing with legacy post allocation and system update
  • Monthly MI reports on conversion rates
  • Providing a dedicated and professional sales support service to advisers and clients
  • Processing new business cases and managing them through to completion
  • Liaising with product providers to obtain case updates and valuations via telephone and email
  • 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
  • Providing cover as required

You will be able to demonstrate the following skillsets:

  • Diary management
  • Organising and planning
  • Post management
  • Strong written and verbal communication skills
  • Provider management
  • Timely response times
  • Good telephone manner with the ability to build rapport and provide excellent customer service
  • Positive customer feedback
  • Accuracy and attention to detail

We’d love to see:

  • Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook

Minimum A-C in GCSE Maths and English is Essential

Progression towards the CII qualifications would be advantageous

Some of the benefits our staff love are:

  • An annual performance-related bonus and salary review;
  • 25 days holiday as standard (and the option to buy or sell up to 5 days);
  • 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;
  • Access to our free Employee Assistance Provider (EAP);
  • Fee-Free Financial Advice, including mortgages and insurance;
  • An invite to our annual Christmas Party & Conference
  • You’ll also get a free Easter egg each year from the Tenet Easter bunny!

And if that wasn’t enough! We also have:

  • Free Fruit on a Monday
  • Dress down Fridays
  • ‘Fizz Friday’ where we all enjoy a little tipple at our desks
  • Social club events such as Pub quizzes, Day at the races, Bowling and much more!
  • Plenty of fundraising events for charity

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

APPLY NOW

Send us your CV

Should you not see the ideal role for you in our vacancies section, who's to say that your ideal role isn't just around the corner for you here at Tenet?

We're always keen to hear from talented people with a background in financial services and those who are passionate about developing a career in the industry. We'd also love to hear from anyone who shares our passion for providing excellent service to clients, working as a team and striving to do their very best!

If this sounds like you, send us your CV, along with a covering letter including salary expectations to careers@tenetgroup.co.uk

Any questions?

If you have any questions about our advertised jobs or your application, please email us at careers@tenetgroup.co.uk.

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