An excellent opportunity to join a professional and supportive financial advice team

We are looking for an experienced Financial Services Administrator to join our team and provide high-quality administrative support to our Financial Advisers.

This is a varied and rewarding role for someone who understands the financial advice environment, takes pride in their work and is committed to delivering an excellent client experience. You will play an important part in ensuring that client cases progress efficiently, advisers are well supported and clients receive a professional, responsive and reliable service.

Previous experience working within financial services is essential. Experience in financial advice, wealth management or a similar regulated environment would be particularly beneficial.

Key Responsibilities

• Providing day-to-day administrative support to Financial Advisers.
• Preparing, processing and maintaining accurate client documentation and records.
• Liaising professionally with clients, financial providers and other professional contacts by telephone, email and written correspondence.
• Processing new business, client instructions and ongoing servicing requirements accurately and promptly.
• Obtaining information from pension, investment and insurance providers.
• Monitoring outstanding requirements and proactively progressing cases through to completion.
• Preparing documentation for client meetings and assisting with annual reviews.
• Ensuring post-meeting actions and agreed client servicing tasks are completed within appropriate timescales.
• Maintaining accurate client records, updating CRM systems and ensuring appropriate audit trails are in place.
• Working in accordance with company procedures, regulatory requirements and Consumer Duty obligations.
• Handling confidential client information securely and recognising when matters require escalation to an adviser, manager or compliance team.
• Identifying and appropriately escalating complaints, errors, delays, client vulnerability and any potential risks to clients.
• Supporting colleagues across the wider administration team as required.

Essential Skills & Experience

We are looking for someone who can demonstrate:

• Previous experience in financial services administration, client servicing or a similar regulated operational role.
• A good understanding of financial advice and products such as pensions, investments, ISAs and protection.
• Experience working within a regulated financial services environment.
• Excellent attention to detail, accuracy and organisational skills.
• Strong written and verbal communication skills, with the confidence to liaise with clients and professional contacts.
• The ability to manage competing priorities, meet deadlines and keep cases moving.
• Good working knowledge of Microsoft Office, particularly Outlook, Word and Excel.
• Experience using a CRM system to maintain and update client records.
• The ability to work independently, take ownership of tasks and contribute positively to a team.

Experience using Xplan would be highly desirable.

Personal Qualities

You will be professional, approachable and reliable, with a proactive and methodical approach to your work. You will take pride in delivering a high standard of service, be comfortable working to deadlines and understand the importance of accuracy, confidentiality and compliance.

We are looking for someone who uses their initiative, communicates effectively, asks questions when necessary and is committed to supporting both clients and colleagues.

The Opportunity

This is an opportunity for an experienced financial services administrator to join a professional and supportive team, where attention to detail, teamwork and excellent client service are valued.

If you have the relevant financial services experience and are looking for a role where you can make a genuine contribution to the smooth running of a financial advice business, we would love to hear from you.

Please note: Previous financial services experience is essential for this position.

Please email CV to be considered for this position.