Financial Services Administrator
Location: Farnborough/Hybrid Working
Salary: £27,000-£32,000 + Benefits
Role Purpose
The Service Administrator is responsible for delivering high-quality administrative and client servicing support to ensure an excellent customer experience. The role involves managing servicing activities efficiently and accurately while maintaining strong working relationships with clients, advisers, and internal stakeholders.
Working collaboratively across teams, the Service Administrator will support the end-to-end client journey and ensure all tasks are completed in accordance with service standards and regulatory requirements.
Key Responsibilities
Provide administrative support and manage a range of client servicing tasks.
Maintain accurate client records and update internal systems in a timely manner.
Prepare client valuations and support annual review processes.
Liaise with clients, advisers, and third-party providers to obtain information and resolve queries.
Ensure all documentation is accurate, complete, and maintained in accordance with compliance requirements.
Manage workloads effectively to meet service standards and deadlines.
Build and maintain strong relationships with clients and colleagues.
Support team projects and contribute to continuous improvement initiatives.
Work collaboratively with colleagues to achieve team and business objectives.
Key Behaviours
Attention to Detail
Customer Focus
Planning and Organising
Analytical and Problem-Solving Skills
Resilience
Teamwork and Collaboration
Adaptability and Embracing Change
Skills
Strong administrative skills
Excellent record-keeping and data accuracy
Effective organisation and time management skills
Good written and verbal communication skills
Professional telephone manner
Ability to prioritise and manage multiple tasks
Knowledge
Proficient in Microsoft Word and Excel
Experience using document management and workflow systems
Understanding of regulatory and compliance requirements within financial services is desirable
Previous administration experience
Customer service experience
Experience working to deadlines and service standards