Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well‑established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued.
The successful candidate will play a key role in ensuring the smooth day‑to‑day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance.
Key Responsibilities
* Building and maintaining strong working relationships with clients, advisers, colleagues, and third‑party providers to ensure a seamless client experience
* Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence
* Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes
* Maintaining accurate and up‑to‑date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements
* Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation
* Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances
* Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements
* Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters
* Providing additional administrative support to advisers across a variety of client and business‑related activities
* Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures
* Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively
* Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times
Skills & Experience
* Previous experience within financial services administration or a similar professional services environment would be advantageous
* Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively
* Excellent communication skills, both written and verbal
* High attention to detail and strong accuracy skills
* Ability to work independently as well as part of a team
* Proficient in Microsoft Office and confident using internal systems and databases
* A professional and client‑focused approach at all times
What's on Offer
* This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long‑term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience.
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