Financial Services Administrator


£20,000 - £25,000


Role Description: I am delighted to be partnered on a retained basis to a national wealth management company to make a series of key appointments across the UK. This is an exciting opportunity to work for a high reputation business who are offering an exceptional package alongside excellent opportunities for career progression. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties. Full training will be given.


Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:-


  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
  • Screening phone calls, enquiries and requests, and handling them where appropriate,
  • Preparation of client review packs,
  • Processing New Business,
  • Illustration requests,
  • Back office support,
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
  • Keep up to date with financial products and legislation,
  • Comply with all company and industry guidelines, rules and regulations



Experience and key requirements are:

  •  Previous experience working in a Financial Advice firm is advantageous
  • The role requires a reliable individual who has the ability to manage and prioritise workloads,
  • Role holders will be motivated, friendly and professional at all times,
  • Outstanding communication skills at all levels,
  • Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
  • Analytical and problem solving skills,
  • Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom
  • Flexibility/ adaptability to cope with change,
  • Confident with IT and office software packages (Word, Excel, PowerPoint etc).



We encourage further development and financially support achievement of relevant qualifications.  Opportunities for career advancement into becoming a Paraplanner and/or Financial Adviser for those who wish to consider this for their future.


Shannon Hogarth




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