Job Description
Financial Services Administrator
Location: Gillingham, Dorset
Salary: Highly Competitive
Job Types: Full-time, Permanent - Hybrid working available
Are you looking for a career in Financial Services?
Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office.You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice.
The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company’s proposition is further enhanced by its distinctive approach to investment management.
About the Role - Financial Services Administrator
We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice.
This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards.
You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements.
Key Responsibilities - Financial Services Administrator
* Complete AML and ID checks in line with regulatory requirements.
* Process new business, replacements, fund switches and encashments efficiently and accurately.
* Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions.
* Prepare clear, compliant suitability reports and recommendations.
* Conduct research and obtain quotes/illustrations to support robust advice.
* Liaise with advisers, providers and administration centres to progress cases to completion.
* Maintain accurate client records on Salesforce and update management information.
* Prepare meeting documentation and complete all follow-up actions promptly.
* Process applications and advice sets (including EBS submissions) accurately.
* Respond professionally to client and provider queries by phone and email.
* Ensure all work meets compliance and internal quality standards.
* Support the wider Practice and maintain ongoing professional development.
About You - Financial Services Administrator
* Previous experience in financial services administration.
* Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services.
* Highly organised with the ability to prioritise workloads and meet deadlines under pressure.
* Professional, client-focused and able to handle confidential information with discretion.
* Strong attention to detail and clear written and verbal communication skills.
* Confident working independently as well as collaboratively within a team.
* Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems.
What we offer
* Competitive salary
* Quarterly and Annual bonuses
* Training opportunities and career development with fully funded qualifications to support your professional development
* 25 days annual leave plus bank holidays
* Birthdays off
* Pensions
* Hybrid working
* Cycle to work
* Private Medical Insurance after successful completion of 6 months service
* Death in Service after successful completion of 6 months service
* Team incentives and social outings for the whole family
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.