Financial Services Administrator Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes? A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first. 🎉 What's in it for you? We believe in investing in our people and helping them thrive. In return, the Financial Services Administrator will get: ✅ Competitive salary ✅ Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option ✅ Study support and opportunities to develop your skills ✅ Healthcare support ✅ Pension scheme ✅ Cycle to work scheme ✅ A supportive team culture ✅ Career progression and recognition 💼 What will you be doing as a Financial Services Administrator? You'll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include: * Processing new business applications across pensions, investments and protection products. * Managing Letters of Authority and liaising with providers. * Preparing client review packs and supporting ongoing client servicing. * Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes. * Maintaining accurate client records and keeping cases moving within agreed timescales. * Supporting transfers, withdrawals, fund switches and other client administration. * Working closely with clients, advisers, providers and paraplanners to deliver a seamless service. 👀 Who are we looking for? We're looking for someone who is proactive, professional and takes pride in getting the details right. Ideally, you'll have: * Previous experience in financial planning, wealth management or an IFA environment. * A good understanding of financial services administration. * Experience with KYC and AML checks. * Excellent organisational and communication skills. * The ability to manage competing priorities while maintaining accuracy. * Knowledge of pensions, investments and protection products. Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage. If you're looking for a role where your skills are valued, your development is supported and your contribution makes a difference, and you think you could be our next Financial Services Administrator we'd love to hear from you! COG LTD are acting as an employment agency