Finance Data Entry Administrator

Salary: £26,000 – £26,400 per year

Finance Data Entry Administrator

A powerhouse within the integrated wealth management and professional services industry are looking for a Finance Data Entry Administrator to join their team in Leeds on a permanent basis, with the option to work remotely twice each week.

What will you be doing?

Providing a first-class support function to the financial planning teams nationwide by way of delivering a third party provider chasing service to ensure client Letters of Authority have reached the correct destination and been applied. Duties may also include updating client records to ensure third party plan valuations and policy information is added both accurately and within agreed timescales.

In addition, support the team to deliver a first-class onboarding service for clients transferring to the business from retiring IFA/firms. Accurate processing and keying in of client and policy data, creation of data feeds to ensure plan values are updated and liaison with third party product providers to expedite policy transfers of agency. This will include daily maintenance of excel worksheets to track responses.

Responsibilities will include:

• Ensure that all tasks are completed to a high standard and work produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management.
• Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.
• Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
• Contribute to the review of team tasks, identifying improvements with a view to enhancing client service.
• Participate in, and contribute to, any ad-hoc project-related work where necessary.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered.

To be successful in this role, you should:

• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• Demonstrable interest in financial services and / or investment management.
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to various, including senior audiences.
• For candidates with no relevant experience, Scottish Higher / GCSE’s (or equivalent) at level C /level 4 or higher in relevant subject.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.