Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and clients, ensuring smooth operations.
- Company: Join a team that transforms financial dreams into reality with honesty and fun.
- Benefits: Enjoy a salary of £30,000 - £35,000, flexible working, and 25 days annual leave.
- Why this job: Be part of a culture that celebrates milestones and values reliability in finance.
- Qualifications: 2-5 years in financial administration, knowledge of FCA regulations, and strong communication skills required.
- Other info: Remote work options available; preference for candidates who can work Mondays or Fridays.
The predicted salary is between 30000 - 35000 £ per year.
Job Title:
Financial Services Administrator – with the option to be fully remote.
About Our Client:
Our client says they’re not in the financial planning business. They’re in the dream-making business. They are Financial Planners who love to sit and listen as clients tell them what they want life to look like. Their superpower is taking financial assets and turning them into real-life events.
You’ll probably hear them talk about:
Honesty – They tell it to clients straight so they won’t have any nasty surprises.
Fun – They’re there to celebrate milestones with clients – birth, marriage, graduation, retirement. In their world, finance and fun go hand-in-hand.
Reliability – Winging it isn’t good enough for them. They show up and get the work done.
Package Details:
The successful candidate will receive a Salary of £30,000 – £35,000 Per Annum
Other benefits include:
- Income Protection.
- Life Insurance (4x salary).
- 5% employer pension contribution.
- 25 days of annual leave plus bank holidays.
- Flexible Working: Open to part-time or remote arrangements, with a preference for candidates who can work Mondays or Fridays.
Role Purpose:
The purpose of the Financial Administrator role is to provide all administration support within the business. You will provide pre and post-sales support to the Financial Advisers and clients alike. You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues alike.
Duties and Responsibilities:
Your duties will include but not be limited to:
- Provide exceptional administrative support to Financial Advisers and clients, ensuring high standards in every interaction.
- Build strong relationships with Advisers to align with their business strategy.
- Maintain accurate and efficient records (both paper-based and digital), adhering to internal compliance standards.
- Handle client queries, valuations, policy information, transfers, invoicing, and aged debtors.
- Assist in setting up and maintaining workflows in Intelligent Office (IO).
- Prepare meeting packs, valuations, and illustrations for client meetings.
- Act as the first point of contact for client queries, ensuring clear communication throughout the advice process.
The Ideal Employee:
The ideal candidate should possess the following:
- 2-5 years of experience within financial administration (preferably in an IFA environment).
- Experience with Intelligent Office (IO), with the ability to train and guide others.
- Working knowledge of financial products, including pensions, ISAs, investment accounts, and protection.
- Strong understanding of FCA regulations and guidelines, including MiFID II, GDPR, and PRIIPS.
- Excellent organisational, communication, and attention-to-detail skills.
- A proactive, independent worker who thrives under pressure.
Qualifications required: 3 A levels or equivalent + CF1 qualification.
Financial Services Administrator employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office (IO) as it's a key tool for this role. If you have experience using it, be ready to discuss specific examples of how you've utilized it in your previous positions.
✨Tip Number 2
Highlight your understanding of FCA regulations and guidelines during the interview. Being able to articulate how these regulations impact financial administration will show that you're well-prepared for the role.
✨Tip Number 3
Demonstrate your ability to build strong relationships with Financial Advisers. Think of examples from your past work where you successfully collaborated with colleagues to achieve common goals.
✨Tip Number 4
Prepare to discuss how you handle client queries and maintain high standards of client satisfaction. Share specific instances where you went above and beyond to ensure a positive client experience.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand the company's values and culture. They emphasize honesty, fun, and reliability, so reflect these qualities in your application.
Tailor Your CV: Make sure your CV highlights your experience in financial administration, especially in an IFA environment. Include specific examples of how you've provided exceptional support and maintained compliance standards.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their dreams through financial planning. Mention your familiarity with Intelligent Office (IO) and your understanding of FCA regulations to demonstrate your fit for the role.
Highlight Relevant Experience: When detailing your work history, focus on your 2-5 years of experience in financial administration. Be specific about your roles, responsibilities, and any achievements that align with the duties listed in the job description.
How to prepare for a job interview at Antony George Recruitment
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for helping clients achieve their dreams through financial planning. Share examples of how you've previously supported clients or colleagues in reaching their goals, emphasizing the importance of honesty and reliability.
✨Demonstrate Your Administrative Skills
Prepare to discuss your experience with administrative tasks, particularly in a financial services context. Highlight your ability to maintain accurate records and manage client queries efficiently, showcasing your attention to detail and organizational skills.
✨Familiarize Yourself with Intelligent Office (IO)
Since experience with Intelligent Office is preferred, take some time to learn about its functionalities. Be ready to discuss how you have used IO in previous roles or how you would approach training others on the system.
✨Understand FCA Regulations
Brush up on your knowledge of FCA regulations and guidelines, including MiFID II, GDPR, and PRIIPS. Being able to discuss these topics confidently will demonstrate your understanding of compliance standards and your commitment to maintaining high client satisfaction.
