A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in financial planning.
Salary up to £35,000
Benefits: PMI, up to 5% pension, Bonus scheme, ability to purchase holiday, enhanced maternity / paternity
The successful candidate will play a key role in client servicing, administration, and regulatory support, ensuring a high standard of accuracy, compliance, and customer care.
Key Responsibilities
Act as a key point of contact for clients, managing correspondence via telephone, email, and letter
Create, maintain, and update accurate client records including fact finds and investment details
Ensure all client interactions are fully documented using workflows and task tracking systems to maintain a clear audit trail
Support the preparation and validation of client review reports and standard client documentation
Liaise with product providers regarding policy setup, transfers, new applications, and ongoing servicing
Process letters of authority, follow up transactions, resolve issues, and keep clients informed throughout
Core Experience & Competencies
Previous experience in a Financial Services or IFA administration role (preferred)
Experience supporting clients and advisers within a regulated environment
Prior experience using Intelligent Office (IO) is highly desirable
Why Apply?
This role offers exposure to the full financial planning process, excellent career development opportunities, and the chance to work within a supportive and professional environment. It is well suited to an experienced administrator or someone looking to progress further within financial services.