Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Financial Services AdministratorLocation: LeedsSalary: Up to £30,000 per annum DOEBenefits:6 weeks'' holiday plus bank holidaysPMI after probationPension 5%About the Role:Our client is seeking a professional and client-focused Financial Services Administrator to join the team. The Financial Services Administrator will act as the first point of contact for clients, ensuring seamless communication and peace of mind. This role is central to the smooth operation of the office, providing essential support to the Operations Director and IFA team.Key Responsibilities:Client Liaison and SupportServe as the initial point of contact for clients, representing the firm professionally at all times.Compile client review packs and prepare suitability reports for ''no change'' reviews.Distribute quarterly Client Investment Performance (CIP) reports to clients.Collaborate with paraplanners to ensure all cases in Intelligent Office (IO) are accurate and up to date.Administrative and Operational DutiesAnswer incoming calls and direct them to the relevant team members.Schedule client appointments and manage diaries effectively.Follow internal workflows, processes, and complete tasks assigned to the Financial Services Administrator role.Prepare review files in advance of client meetings with the IFA.Issue invoices to clients and third parties, and assist with income reconciliation.Perform general office duties including ..... full job details .....