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Financial Services Administrator

  • Fareham
  • Permanent
  • £26,000 - £32,000 + Bonus & Benefits

Job details.

Mbf are working with a national financial planning organisation in Whiteley to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.

This will be a hands on and exciting position working closely with a senior member of the business. Your role will be to provide an exceptional level of service to clients. Duties will include:  

  • Maintain accurate client information on the internal back-office system
  • Assist with onboarding new clients
  • Liaise with third parties including providers to obtain information
  • Prepare information for reports

This role would suit an individual with previous administration experience within a financial services organisation. You should have good problem-solving skills and a strong understanding of the industry as a whole.

Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress within the company.

They are offering a competitive basic salary plus bonus and very strong company benefits. The business also offers hybrid working with two days in the office and three days working from home.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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