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Financial Consultant Banking & Finance

Financial Services Administrator – Investments & Client Support

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Aspire JOBS Limited
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A financial services firm in the United Kingdom is seeking an experienced Financial Services Administrator with 1-2 years in the industry. The role involves supporting financial planners by setting up appointments, preparing valuations, and processing adviser instructions. Candidates must have experience with financial products like ISAs and Pensions, alongside strong IT skills in MS Office. The position demands a proactive attitude, teamwork, and attention to detail while maintaining compliance with regulatory requirements.
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