My client is a dynamic and rapidly growing financial services practice, providing tailored advice and exceptional service to a diverse client base. They offer a professional and supportive environment where expertise and attention to detail are highly valued. They are seeking an experienced Financial Services Administrator to support their advisers and ensure the smooth running of client accounts and administrative processes. This central role requires accuracy, proactivity, and strong knowledge of financial services regulations. Key Responsibilities Client & Account Administration Process new client applications accurately and in line with FCA regulations. Assist with client investment transactions while maintaining compliance. Communicate with clients to gather information and resolve queries efficiently. Ensure all client administration tasks are completed to a high standard. Technical & Regulatory Support Conduct essential financial calculations and maintain regulatory compliance knowledge. Liaise with third-party providers to gather accurate plan and scheme information. Stay up to date with financial products, platforms, and FCA requirements. Data Management & Process Efficiency Maintain accurate client records in the CRM system (Salesforce). Prepare reports and presentations to support advisers in client meetings. Contribute to process improvements and help implement efficient administrative procedu...