Templegate Recruitment Specialist Recruiters in Financial Services
Job Title: Financial Services Administrator
Location: Kettering
Salary: £27,000 £31,000 DOE
Benefits:
25 days holiday plus bank holidays
Birthday day off (if falls on a working day)
5% matching employer pension contribution
Competitive salary and benefits package
Opportunities for professional development and career advancement, including exam and qualification support
Supportive and inclusive work environment
Mentorship and guidance to help achieve career objectives
Dynamic team within a fast-growing, client-focused firm
About the Company: Our client is a forward-thinking, rapidly growing financial planning firm committed to delivering high-quality financial advice. The firm empowers clients to achieve their financial goals while fostering a supportive and growth-oriented environment for their team. They value individuals who are motivated, collaborative, and thrive in a fast-paced professional setting.
Key Responsibilities:
Assist in the preparation of client meetings, ensuring all documents and information are ready
Support client onboarding and account maintenance processes
Respond promptly and professionally to client enquiries
Maintain accurate and organised client records in compliance with regulatory standards
Prepare and submit regulatory documentation as required
Collaborate with the team to ensure timely completion of paperwork
Identify opportunities for process improvement and support operational efficiency
Foster a positive and collaborative working environment
Participate in team meetings, training, and professional development activities
Continuously maintain and develop technical, product, and industry knowledge
What Were Looking For:
Previous experience in financial services or administrative roles preferred
Strong organisational, multitasking, and prioritisation skills
Excellent attention to detail
Strong verbal and written communication skills
Proficiency in Microsoft Office Suite and relevant software applications
Self-motivated with the ability to work on your own initiative and as part of a team
Comfortable interacting with clients in a professional environment
Growth mindset, committed to learning and personal development
Desirable Skills:
Knowledge of financial planning processes and platforms
Experience with regulatory compliance documentation
Previous exposure to client onboarding or paraplanning support
How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion
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