Administrator – Financial Services

Swindon - parking available

Full-time (office-based) 

Salary up to £32,000

About the role

We’re looking for a proactive and detail-oriented Administrator to join a friendly and professional financial services team. This is a fantastic opportunity to be part of a supportive environment where your work plays a key role in delivering high-quality service to clients.

You’ll be at the heart of the business, supporting advisers and ensuring everything runs smoothly behind the scenes , from preparing client documentation to liaising with providers.

What you’ll be doing

• Preparing and organising paperwork for client meetings
• Submitting applications and processing new business
• Managing and updating client information on internal systems
• Liaising with clients and providers (phone and email)
• Answering client queries (non-advice based)
• Supporting advisers with research and quotations
• Chasing providers for information and progress updates
• Producing reports and maintaining accurate records
• Assisting with a variety of administrative and operational tasks

What we’re looking for

We’re keen to hear from candidates who are:

• Highly organised with strong attention to detail
• Confident communicators, both written and verbal
• Proactive and able to use their own initiative
• Comfortable managing multiple tasks and priorities
• A team player with strong relationship-building skills
• IT literate, with good knowledge of Microsoft Office

Experience & background

• Previous administration experience is essential
• Financial services environment exposure either life office, provider, network or wealth managemnet or IFA 
• Willingness to learn and develop within the role

Why join?

• Friendly and supportive team environment
• Opportunity to build a career within financial services
• Varied and interesting workload
• Stable, office-based role with flexibility for a 4-day week

If you’re organised, personable, and take pride in delivering great work, we’d love to hear from you.