Financial Services Administrator

Location:Egham

Salary:Up to £35,000 per annum

Benefits include: Hybrid working, 25 days annual leave, bonus scheme, life assurance, income protection, study support, 5% matched pension contribution and flexible benefits.

About the Company

An established national wealth management firm is looking to recruit a Financial Services Administrator to join its team in Egham.

The business provides financial planning and investment services to private clients and businesses, combining the stability of a well-established organisation with a friendly, supportive team environment.

The Role

This is a great opportunity for someone with existing financial services or wealth management administration experience who is looking to join an established business offering hybrid working, a competitive benefits package and opportunities to develop their knowledge.

You will support financial advisers with the day-to-day administration of client accounts, helping to ensure applications, transactions and client records are processed accurately and efficiently.

Key responsibilities include:

• Processing new business applications, fund switches and investment transactions across pensions and investment products.
• Preparing client meeting packs, valuations and supporting documentation ahead of adviser meetings.
• Liaising with clients, financial advisers, product providers and other professional contacts.
• Maintaining accurate client records and updating internal back-office systems.
• Supporting the wider team with the administration of client portfolios and ongoing financial planning requirements.

About You

To be considered for this Financial Services Administrator position, you will ideally have:

• Previous administration experience within financial services, wealth management or an IFA practice.
• An understanding of financial products such as pensions, ISAs and general investment accounts.
• Experience using financial planning back-office systems or investment platforms.
• Strong organisational skills and the ability to manage competing priorities.
• Good communication skills and a professional, client-focused approach.

What's on Offer?

• Salary of up to £29,000, depending on experience.
• Hybrid working.
• 25 days annual leave.
• Bonus scheme.
• Life assurance and income protection.
• Study support to help you develop your financial services knowledge and qualifications.
• 5% matched pension contribution.
• Additional flexible benefits.

If you're looking for your next step in financial services administration and would like to find out more, apply today!

If this particular role isn't quite right for you, it's still worth getting in touch. Our specialist recruitment team works on a range of financial services opportunities, including roles that may not yet be advertised.

Related job titles: IFA Administrator, Wealth Management Administrator, Financial Services Administrator, Client Services Administrator, Pensions Administrator.

Referral scheme: Know someone who could be a good fit? We offer a £250 referral fee for any candidate you refer who is successfully placed by us, subject to our referral scheme terms.