Job Description
Are you looking to build a rewarding career in financial services?
We’re recruiting on behalf of a leading, fast-growing financial advice firm that’s seeking a motivated and detail-oriented individual to join their team as a Financial Services Administrator.
This is an exciting opportunity to work closely with experienced Financial Advisers and gain exposure to all areas of the business, from client servicing to research and report preparation. You’ll be fully supported to study towards industry-recognised qualifications (Diploma level) and develop into a valued, long-term member of the team.
The Role
Working in collaboration with Financial Advisers and other team members, you will:
* Support Advisers in preparing recommendations in line with company policies
* Maintain accurate client records and ensure smooth business processing
* Conduct research across a wide range of financial products (investments, pensions, protection, etc.)
* Liaise with providers and clients, managing information flow and documentation
* Prepare client review packs and assist with pre- and post-sale administration
* Submit business on internal and external systems
* Manage client review processes and annual meeting scheduling
* Monitor and reconcile trail fees and client invoicing
* Stay up to date with legislation and industry changes affecting clients
About You
The ideal candidate will be:
* Highly organised, self-motivated, and proactive
* Able to build strong working relationships with colleagues and clients
* Detail-focused with excellent written and verbal communication skills
* Comfortable managing deadlines and priorities in a busy environment
* Proficient in Microsoft Office 365 and general IT systems
Desirable:
* Previous experience in a financial services support or administration role
* Familiarity with financial research tools (e.g., Selectapension, FE Analytics)
* Working towards (or interested in pursuing) Diploma-level qualifications
What’s on Offer
* A clear career development pathway within financial services
* Full support towards professional qualifications
* A collaborative, professional, and friendly working environment
* Competitive salary and benefits package