Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Financial Services Administrator

Location:

Colchester (Office-based with hybrid working options)

Salary:

£25,000–£31,000 (circa £27,000)

Benefits:

• Pension
• Private healthcare
• Flexible working (work from home 2–3 days per week)

About the Company:

Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities.

Key Responsibilities:

• Provide comprehensive administrative support to a portfolio of clients.
• Manage appointments, diary, email, and tasks for clients and PAs.
• Liaise with fund and ceding scheme providers to collect client information.
• Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems.
• Process EBS applications, protection plans, and client illustrations.
• Produce review letters and reports, and prepare documentation for meetings.
• Maintain Salesforce and internal systems, ensuring data accuracy.
• Organise client and internal events as required.
• Meet service level expectations, maintain high-quality outputs, and support team members when needed.

What We’re Looking For:

• Proven SJP experience in financial services administration.
• Strong organisational and time-management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple client tasks and portfolios efficiently.
• Proactive, team-oriented, and committed to providing a high standard of client service.

Desirable Skills:

• Familiarity with Salesforce and SJP platforms.
• Experience with client reporting and analytics.
• Ability to support and mentor junior staff.

How to Apply:

Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.