Financial Services Administrator

Southampton | Up to £35,000

An established financial planning business in Southampton is looking to appoint a Financial Services Administrator to join its growing support team.

This role would suit someone who already has experience within financial planning administration and enjoys working closely with advisers, clients and colleagues to keep everything running smoothly behind the scenes.

You will play an important part in the day-to-day management of client accounts, helping to coordinate reviews, maintain accurate records and ensure advisers have everything they need to deliver a high-quality service.

What you'll be doing

• Providing day-to-day administrative support to Financial Planners across their client portfolios.
• Coordinating client review processes and ensuring relevant paperwork is prepared and completed.
• Preparing documentation ahead of client meetings and keeping track of any follow-up actions.
• Updating and maintaining client information and records on Xplan.
• Ensuring files are accurately maintained and contain all necessary documentation.
• Liaising with clients, providers and internal teams where required.
• Keeping on top of outstanding tasks and ensuring work is completed within the required timescales.
• Helping Financial Planners manage their workloads by taking ownership of administrative and client servicing requirements.

What we're looking for

• 2+ years' experience in financial planning administration or a similar financial services support role.
• An understanding of areas such as pensions, investments and protection.
• Strong organisational skills and the ability to manage competing priorities.
• A high level of accuracy and attention to detail.
• Confident communication skills and a professional approach when dealing with clients.
• Good IT skills and the ability to pick up new systems quickly.
• A proactive attitude, with the confidence to take ownership of tasks and identify what needs doing.