We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.
Key Responsibilities
- Provide full administrative support to financial advisers and clients
- Handle client queries and maintain regular client contact
- Manage documentation, reports, and client records with accuracy and professionalism
- Assist with preparation of client meetings and follow-up actions
Requirements
- Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred
- Good understanding of financial services and ambition to build a long-term career in the sector
- Ambitious graduates seeking their first role in financial services will also be considered
- Strong communication, organisational, and administrative skills
What’s on Offer
- Competitive salary up to £30,000 plus discretionary bonus
- Hybrid working arrangement (3 days in the office, 2 days from home)
- Full training and support for market exams
- Clear career progression opportunities with a company known for internal promotions
- Generous benefits package
This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
