As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This Financial Services Administrator role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development.
Key duties within this Financial Services Administrator position include client onboarding, authority management, new business submissions, AML checks, and maintaining accurate records on internal systems. You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff.
There is clear scope for progression within this Financial Services Administrator role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically.
Financial Services Administrator Requirements
• Essential experience in an IFA or Financial Planning administration role
• Strong understanding of pensions, investments and protection products
• Experience using financial services back office systems
• High level of accuracy managing client and compliance documentation
• Desirable experience supporting advisers with end to end new business processing
The Company
You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth.
Financial Services Administrator Benefits
• Salary up to £30,000 depending on experience
• Hybrid working with 2 to 3 days office based
• Early Friday finish every week
• 28 days holiday plus bank holidays and birthday off
• Employer pension contribution and life cover
• Health and wellbeing benefits and structured training support
Location
This Financial Services Administrator job is based from either Market Harborough or Birmingham, with hybrid working available.
If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further.
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Salary description
£30000.00 - £30000.00 per year