Financial Services Administrator

£24,000 + Benefits

Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?

This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand.

You'll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.

As Financial Services Administrator, you'll be the first point of contact for clients and support the Advisers in delivering an exceptional service.

Key Responsibilities

• Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions


• Liaising with providers and SJP administration centres to obtain information and process documentation


• Preparing meeting packs, letters of authority, and compliance documentation


• Maintaining accurate client records and CRM data


• Assisting with business submissions and supporting the paraplanning process


• Preparing client financial review documents and presentation materials

You'll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.

Skills & Experience

• Previous experience within financial services administration or a similar role


• Highly organised with excellent attention to detail


• Confident communicator with strong client-service skills


• Able to work effectively in a fast-paced, professional environment


• Ambitious and keen to develop through further study and training

This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike.