Financial Services Administrator

Business Support Administrator
Location: Farnborough
Salary: Up to £32,000 + Benefits
Our client, based in Farnborough, is seeking a highly organised and customer-focused Administrator to join their Business Support team. This role is ideal for someone with strong administrative and customer service experience, preferably within Financial Services, who thrives in a fast-paced environment and can meet deadlines and targets.
About the Role
The Business Support team acts as a centralised administration and client servicing function, delivering end-to-end support to both clients and consultants. This role plays a key part in ensuring a seamless and high-quality client experience by working collaboratively across departments.
You will be responsible for liaising with advisers and clients to coordinate annual review meetings, preparing appointment documentation, and producing valuation reports. Strong organisational skills, attention to detail, and a professional telephone manner are essential.
Key Responsibilities
* Coordinate and schedule annual review meetings for Premium Support Consultants, as well as handling additional booking requests
* Liaise with advisers, clients, and third parties to ensure smooth communication and service delivery
* Prepare and issue appointment packs and relevant documentation
* Produce client valuation reports in line with Client Service Agreements
* Process servicing tasks and raise invoices for any additional services outside agreed packages
* Maintain accurate and up-to-date client records on internal systems
* Build and maintain strong relationships with clients, consultants, and external partners
* Support team members to manage workloads effectively and achieve shared goals
* Contribute to project work and wider team initiatives
Skills & Experience
* Proven experience in administration and customer service (essential)
* Confident and professional telephone manner (desirable)
* Experience within Financial Services (advantageous)
* Strong organisational and time management skills
* Ability to work to deadlines and manage multiple tasks