Financial Services Administrator

Join an established centralised support unit where your day-to-day work directly protects the lifetime value of client relationships. This permanent, office-based Financial Services Administrator role in Farnborough, Hampshire offers £27,000 to £32,000 alongside an exceptional protection package, providing comprehensive back-office systems training while you manage diverse servicing tasks across pensions, investments, and life products.

Where you fit in
You will collaborate closely with financial advisers and paraplanners to deliver smooth, compliant post-sale support. The Financial Services Administrator ensures that client service agreements are honoured efficiently, resolving policy queries, updating back-office records, and maintaining agreed service level turnaround times across all active client portfolios.

Your day to day
- Collate policy information, process letters of authority, and verify client identities accurately.
- Prepare detailed client valuations and schedule annual review meetings for financial advisers.
- Handle death notifications, claims administration, and client address amendments across multiple providers.
- Resolve servicing queries from advisers, clients, and product providers via telephone and email.
- Maintain accurate back-office workflow records and compliant electronic document management files.

Financial Services Administrator Requirements
- Financial services administration background, ideally within an IFA practice or provider environment (Essential).
- Proven track record handling letters of authority, policy information requests, or valuations (Essential).
- Working knowledge of life, investment, and pension products (Desirable).
- Minimum of 5 GCSEs at grades A-C/9-4, including Maths and English (Essential).
- Strong proficiency in Microsoft Word and Excel with accurate data-entry abilities (Essential).

Who you'd be joining
You will join a well-established national financial advisory business that values collaborative teamwork, client-first outcomes, and long-term relationships. The team operates a structured induction process with comprehensive training on dedicated back-office systems.

Financial Services Administrator Benefits
- Starting salary between £27,000 and £32,000
- Office-based working arrangement
- 6% employer pension contribution (3% employee)
- Life assurance at 4x salary
- Private medical cover
- Income protection insurance
- Critical illness cover
- Comprehensive systems and workflow induction training

What happens next
Your application comes directly to Premier Jobs UK, not the employer. Our team reviews every submission and replies to every candidate, whether selected or not. If your background aligns, we will arrange an introductory call to discuss your aspirations and ensure the role suits you. Nothing is ever sent to our client without your explicit consent.

To explore this Financial Services Administrator vacancy in Farnborough, apply today with your updated CV.

Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded