Reed Business Support are recruiting on behalf of our valued client for a Financial Services Administrator based in Rochester, Kent. This is an excellent opportunity for an experienced administrator with a background in Financial Services, Wealth Management, Independent Financial Advice (IFA), or Financial Planning to join a professional and established organisation.
As the appointed Financial Services Administrator, you will play a key role in supporting Financial Advisers and Paraplanners, ensuring exceptional client service and the smooth administration of financial planning processes.
About the Role: - Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Processing new business applications across pensions, investments, and protection products
- Preparing and issuing client documentation and suitability reports
- Liaising with providers, clients, and third parties to obtain required information
- Maintaining accurate client records and updating back-office systems
- Managing client reviews and annual review processes
- Processing fund switches, withdrawals, and policy alterations
- Handling client enquiries efficiently and professionally
- Supporting compliance and regulatory administration requirements
- Ensuring all documentation is compliant with FCA standards
About You: - Previous administration experience within Financial Services, Wealth Management, Financial Planning, or an IFA environment
- Strong understanding of pensions, investments, and financial products
- Experience using financial back-office systems such as Intelligent Office, Xplan, or similar
- Excellent organisational and communication skills
- High level of accuracy and attention to detail
- Ability to manage confidential information professionally
- Proficient in Microsoft Office, including Word, Excel, and Outlook
- Level 4 Diploma studies would be advantageous but not essential
Salary & Working Pattern: £30,000 - £35,000 per annum
Full-time, permanent position
Monday to Friday, 9:00am - 5:30pm
Benefits: - 25 days annual leave plus bank holidays
- Workplace pension scheme
- Private healthcare scheme
- Life assurance
- Hybrid working opportunities following probation
- Professional qualification support and development
- Employee Assistance Programme
- Free on-site parking
- Career progression opportunities within a growing business
If you are interested in this Financial Services Administrator opportunity in Rochester, please apply today. Reed Business Support look forward to assisting you with the next step in your career.