Business Administrator (Financial Services)
Outskirts of Leeds (Driver with own transport required)


About the Role
ST TALENT is working with a well-established financial services firm based on the outskirts of Leeds to recruit a highly organised and detail-oriented Business Administrator. This is an excellent opportunity for someone with strong analytical ability, administrative experience, and a keen interest in financial services.
Due to the location, applicants must hold a full driving licence and have access to their own transport.
Key Responsibilities
*Preparing client valuations and review packs
*Processing new business including quotations, applications, withdrawals, and other transactions via financial platforms
*Conducting money laundering and compliance checks
*Recording and tracking fees to ensure accuracy and up-to-date records
*Producing invoices and receipts
*Maintaining and updating a large client database
*Liaising professionally with clients and providers, offering full IFA support for new and existing clients
*Processing Letters of Authority (LOAs) and collating plan information
Key Skills & Experience
Analytical Skills
*Strong ability to analyse and interpret financial data to solve problems
*High attention to detail, particularly when producing reports and reconciliations
*Proven track record of accuracy in reporting and financial documentation
IT Skills
*Advanced proficiency in Microsoft Excel, particularly for financial data and reporting
*Confident using PowerPoint for presentations
Problem Solving
*Ability to work under pressure and meet deadlines during busy periods
*Strong organisational skills with the ability to prioritise tasks effectively
*Proactive approach to resolving issues and supporting team collaboration
About You
*Previous experience in an administrative role within financial services is highly desirable
*Excellent communication skills and a professional approach to client interaction
*Strong attention to detail and commitment to accuracy
*Self-motivated with the ability to work independently and as part of a team
Why Apply?
*Opportunity to join a reputable and growing financial services firm
*Supportive and professional working environment
*Career development opportunities within the financial sector
If you’re a driven and detail-focused administrator looking for your next step in financial services, we’d love to hear from you.
Apply today with ST TALENT.