Financial Services Administrator – Wanted – Immediate Start!
Leicester based – Salary: £30,000‑£35,000 – Permanent, Full‑time.
Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.
What's on Offer
* Competitive salary
* 25 days annual leave plus bank holidays
* Company pension scheme
* Private medical insurance
Qualifications
Essential:
* Minimum 5 years' experience within a financial services role
* Strong understanding of financial planning processes and client documentation
* Excellent organisational skills with a high level of accuracy and attention to detail
Desirable:
* Experience with financial planning tools, research software, or cashflow modelling systems
* Knowledge of investment, pension and protection products
Roles & Responsibilities
* Act as the first point of contact for clients via telephone, email, and in person
* Manage incoming and outgoing correspondence, including post and electronic communications
* Maintain accurate client records and upload documentation to internal systems
* Liaise with providers to obtain policy information and progress outstanding requests
* Process letters of authority and maintain client documentation
* Support advisers with file preparation, client reviews, and post‑meeting administration
* Prepare portfolio summaries, valuations, and annual review documentation
* Attend meetings when necessary to provide administrative support to advisers
Requirements
The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast‑paced financial services environment.
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