Financial services administrator

Overview

Job Title: Financial Services Administrator

Location: Leicester

Salary: £25,000 to £30,000

Hours of Work: Full-time, Monday to Friday

We are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.

Responsibilities

Duties of a Financial Services Administrator

Reporting to the management team, you will be responsible for:

• Providing comprehensive administrative support across protection, pensions and investment cases.
• Progressing cases by liaising with advisers, providers, and third parties.
• Preparing client documentation and suitability reports.
• Delivering excellent client service, dealing with queries and resolving issues promptly.
• Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.
• Assisting colleagues with process improvements to enhance efficiency.
• Ensuring all work complies with financial services regulations and company standards.

Qualifications

Skills and Experience of a Financial Services Administrator

As a Financial Services Administrator, you will need to demonstrate:

• Previous recent experience in financial services administration (minimum 2 years).
• Solid understanding of processes within pensions, investments, and/or protection.
• Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Excellent communication and interpersonal skills for working with clients and providers.
• A high level of attention to detail and the ability to meet deadlines in a busy environment.

What the client offers

This client offers:

• Competitive salary starting from £25,000 per year
• A supportive and collaborative working environment

About the Client

Our client is a well-established IFA firm, providing independent advice and long-term planning solutions to individuals and businesses across Leicester and the surrounding area. They are known for their approachable service and commitment to delivering trusted financial advice.

Next Steps

Apply to this Financial Services Administrator role through this advert. If you would like more information, please contact Chloe in our Commercial team on 0116 485 0057.

If successful, you will need to complete a digital registration with our agency (if not already registered). If you have not been contacted within 7 days of your application, please assume you have not been shortlisted at this stage. However, we may retain your details for other suitable opportunities.

About Regional Recruitment Services – A Recruitment Agency in Leicester

This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We provide permanent, temporary and contract solutions across the Commercial, Construction, Industrial and Engineering sectors. To view more vacancies nationwide, please visit our website (regionalrecruitment.co.uk).